Established, upbeat, positive, fun insurance office seeking a part-time in-office assistant / office manager. $18-$20 /hr. 20 – 25 hours /wk, plus potential bonus $; morning schedule, growth opportunities to full-time or internship.
Is this you? Your character and skillset
High integrity, positive outlook, enthusiastic, high energy
Prioritizes customer service to strengthen / grow relationships
Professional demeanor, organized, reliable, can thrive in a fast-paced environment
Great communication skills – written (spelling and grammar) / oral / listening (Spanish speaking a plus!)
Positive, happy, enthusiastic, helpful demeanor, takes initiative / proactive, hungry to learn
PC proficient (MS Office, can learn propriety software - Win 10-11 pro)
o MS Office suite proficient (Word, Excel, Outlook); proprietary company software (ability to learn), CRM
Phone proficiencies with cheerful / helpful approach
Accurate and reliable record keeping
Consistent focus and ability to follow-up, follow-through, and return and report
Strives to exceed expectations
Office experience
If this is you? And you've got above average typing / math skills and can accurately complete forms/application paperwork; you have general/advanced experience with computing skills, printing, scanning, faxing, emailing, researching, US Mail; you're very organized and efficient and take ownership of your work - this could be the right opportunity for you!
Duties –
Incoming / outgoing customer service calls / email
Support for field agents / lenders / home office contacts / partner providors
Data entry / record keeping
Mail / mailings / marketing activities
CRM creation, management
Agency priorities –
Manage / serve new / existing clients / field agents
Help grow agency
Exceed regulatory and company ethics
Company will provide –
Laptop / software
Cell phone (if needed)
Training / mentoring
If applicable, license fees and commission over-rides on new sales when licensed
To apply, send resume and 2-3 references to [email protected] or fax to 951-905-5575. Looking forward to talking with you!