Insurance Agency Office assistant

Job Description
Independent Insurance Agency in Syracuse, Utah is seeking to bring on a part-time agency CSR. This is a part-time customer service/office manager position, so you must be detail oriented, have positive energy, a great attitude, the ability to multi-task and problem solve. I am looking for a fun and personable individual who truly enjoys working w/ customers.
Duties and Responsibilities:
â ¢ Manage current book of business
o Facilitate new client processes (cancellation fax, mortgage EOI, etc.)
o Handle certificate of insurance for commercial clients
o Speak intelligently about current policy status and coverage
â ¢ Facilitates policy issuance.
o Calculates and quotes policy premiums.
o Upholds fiduciary responsibilities.
o Uses specific insurance company underwriting practices knowledge in handling policy changes.
o Oversees and coordinates collection of data for proper issuance of policies.
â ¢ Agency management
o Handle and resolve policy changes
o Act as the retention manager for the agency, keep customers w/ us!
o Works to maintain goodwill of specific Insurance company and the Agency.
o Responds appropriately to customer claim situations.
o Minimal book keeping/ Quick books data entry
â ¢ Maintains and develops knowledge of Independent companies, products, services, etc.
Job Requirements:
â ¢ 1 year of office/customer service or equivalent work experience
â ¢ Ability to problem solve and think on your own
â ¢ Ability to quickly build rapport w/ existing and new clients
â ¢ Professional, friendly demeanor
â ¢ Pass all required state licenses
â ¢ Clean background and credit
â ¢ Minimum of High school diploma or equivalent
â ¢ Intermediate knowledge of general office equipment and Microsoft office software
Additional Information
Please email resume and cover

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