About you: Must be bilingual English/Spanish
Enjoy helping others and are detailed oriented. You are comfortable with talking to people on the
phone and using a computer all day, so you are computer literate. Like to work with numbers and
learn new things. You desire to be part of a team and want to be part of the solution and not the
problem. If this sounds like you, please read on.
About Us:
We are an award-winning team of people that have a heart for helping. Our independent
insurance business is based on the relationships we build within our Team, our clients,
potential clients, our community, and the companies we work with. As an independent
insurance agency, we work for our clients, not one insurance company.
Our hours are Monday through Friday from 9:00 – 5:30 and we will provide training. You may be
asked to work occasionally during an evening or Saturday to support local and community events.
Job Responsibilities:
- Establish working relationships with clients, potential clients, and companies we represent on the phone, email and on paper.
- Supporting teammates with follow-up for clients and prospects.
- Research and resolve coverage questions.
- Promptly respond to client needs either on the phone or electronically.
- Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.
- Cultivate new opportunities and offer additional lines of insurance.
- Assist with other office duties as they arise and are needed.
- This position is on site
Professional and Personal Skills:
- Proficient with Microsoft Word, Excel, Outlook and a calculator
- Hawksoft (preferred but not a must)
- Type quickly and accurately
- Excellent communication skills both verbal and written.
- Organized, structured, punctual and will follow the rules.
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind ethical and honest.
- You do not need to be P & C licensed but if you are that is a great plus
Wages and Compensation:
- Salary ranges from 40K – 60k depending on experience and if you already have a license, bonuses for performance and other benefits are available as well.
- Opportunity for growth within the company
- Ongoing education and training
- Healthcare (medical) Paid vacation and holidays
Experience & Requirements:
- 3 years of customer service experience
- Must speak English and Spanish fluently.
- Education requirement H.S. diploma, AA, BA required
Insurance Careers Are Rewarding and Satisfying
There are a variety of career paths you can take in the insurance industry, depending on your interests and qualifications. Start your new career by looking through our available positions using the filters above and see where you might be the right fit.
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