Job Description:
We are seeking a reliable and organized individual to join our team as an Insurance Assistant/Office Manager. The primary responsibilities of this role include answering phones, scheduling appointments, servicing existing policies, processing new policies, gathering information from clients and new prospects, and preparing documentation as well as other duties assigned by agent. Additionally, the successful candidate will be responsible for accurately entering applicant information. Experience with the EzLynx program and working for an insurance broker is highly preferred. Insurance License is required or must be obtained within 90 days of employment.
Key Responsibilities:
Answering phone calls and assisting clients with inquiries
Scheduling appointments for clients and agents
Servicing existing insurance policies, including policy changes and updates
Processing new insurance policies, including applications and paperwork
Gathering information from clients and new prospects
Preparing documentation for insurance applications and policy changes
Accurately entering applicant information into the system
Assisting agents with administrative tasks as needed
Qualifications:
Previous experience in an administrative role, preferably in the insurance industry
Proficiency with the EzLynx program or similar insurance software
Excellent communication and customer service skills
Strong attention to detail and organizational abilities
Ability to multitask and prioritize tasks effectively
Property Casualty License, or obtain License within 90 days
Knowledge of insurance policies and procedures is a plus
Job Types: Full-time, Part-time
Pay: $17.00 - $23.00 per hour
Expected hours: 35 per week
Benefits: N/A
Paid time off
Weekly day range:
Monday to Friday
Work setting:
Hybrid work
Office