Personal Insurance Assistant Job at Cheney Insurance Agency
Do you enjoy working with people and helping others? Then we want to talk with you about our Personal Insurance Assistant position, a key role in servicing personal insurance accounts and the success of our agency! We strive to provide exceptional customer service and are looking for a qualified candidate to join our team.
Main responsibilities are to:
Successful candidates will have:
Benefits:
Main responsibilities are to:
- Answer service-related customer phone calls and handle service requests such as billing, payments by phone, address changes, requests for auto I.D. cards, evidence of insurance.
- Process quotes for all lines of business,
- Verify insurance coverage for banks, mortgage companies and automobile dealers.
- Monitor cancellation notices; enter in activity; create suspense item for follow-up.
- Assemble and present new business proposals.
- Perform customer record maintenance.
- Monitor renewal report for possible missed renewals and alert agent.
- Monitor expiration report for round-up opportunities and alert agent.
- Develop and maintain familiarity with insurance companies’ websites.
Successful candidates will have:
- Excellent communications skills - listening, verbal, writing
- A professional manner and attention to details
- Ability to multi-task, manage priorities, handle interruptions and get back on track
- Able to assess customers’ circumstances, ask appropriate questions and evaluate needs
- Able to provide insurance information in a manner that customers understand (explaining policies, coverage, etc.)
- Ability to work independently and with a team
- Super dedication to helping customers and teammates
- Strong computer skills
Benefits:
- This position is full-time: 30-40 hours per week; work hours are M - Th: 7:30-5:00; Friday: 8:00-12:00
- Dental/Vision, Disability/Life
- 401(K) - 3% employer contribution
- PTO - begin earning at 4.5 weeks/year for full-time employees, 16 paid volunteer hours/year, 12 paid holidays
- Support for professional development/certification and civic involvement related to business committees/boards
- Flexibility and support - we recognize the importance of family and community commitments and a healthy work environment
- Staff meeting breakfasts and company lunches, cookouts, outings
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