CRM Manager

3 months ago


Fairfield, United States Jason Street - Allegiance Insurance Full time
Job Summary:
Seeking a detail-oriented Insurance CRM  Administrative Assistant to support our team with data entry and gathering customer's information and filing. They will also assist producers when needed. 

Responsibilities:
  • Process and review insurance documentation and ensure all documents are complete. 
  • Take payments from customers and process them.
  • Managing CRM system with client information. 
  • Process insurance documentation and ensure completeness.
  • Assist with customer service needs for producers. 
  • Prepare insurance proposals and other forms for customers. 
  • Assist with policy changes and account maintenance.
Requirements:
  • Strong verbal and written communication skills.
  • Must be willing to obtain Property and Casualty License within the first 9-12 months of employment. 
  • Comfortable with computer programs and CRM systems.
  • Skills AMS360 management software knowledge a plus
Benefits:
  • 401k with match
  • Health benefits
  • Flexible hours
  • Salaried pay
  • Growth opportunities
Join our team and contribute to our success in providing top-notch insurance services


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