Receptionist / Administrative Support

Position Summary:

Enjoy helping and talking to people on the phone and in person… both clients and teammates in the office. You are comfortable working on a computer all day and are detailed oriented as well, so you are computer literate. You desire to be part of a team and want to be part of the solution and not the problem.

Job Functions:

  • A welcome face of the Agency to people that call on the phone and walk in the front door.
  • Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
  •  Answer multi-line phone system and distribute calls to the team accordingly.
  • Supporting teammates with follow up for clients and prospects.
  • 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.
  • Retrieve, open and distribute mail accordingly.
  • Process main email inbox and deliver to an appropriate team member.
  • Process all outgoing mail.
  • Input Claims into the agency management system.
  • Process web downloads.
  • Maintain cleanliness, organization and restocking coffee supplies of an office lobby.
  • Keep on-going inventory office supplies and order new supplies as needed.

Additional Duties:

  • Assist with other office duties as they arise and are needed.

Requirements & Skills:

  • A friendly voice and pleasant tone over the phone and in person.
  • Excellent communication skills both verbal and written.
  • Has appropriate business attire.
  • Proficient with Microsoft Word, Excel, and Outlook.
  • Type quickly and accurately.
  • Organized, structured, punctual and will follow the rules.
  • Familiar with multi-line phone system and how to use one.
  • Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

Education:

  • High school diploma.

Experience:

  • 2 years in a professional business office.
  • No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.

Personal Lines Sales Producer

Position Summary:

You are a seasoned salesperson and enjoy the sales process. You are comfortable cold calling either in person or over the phone, networking at chamber events and other types of groups and meeting people. You desire to be part of a team and want to be part of the solution and not the problem.

Job Functions:

  • Extensive knowledge of personal (Life, Health & Retirement) insurance coverages.
  • Experience conducting needs assessment.
  • Strong written and verbal communication skills.
  • Drafting prospect proposals and/or presentations.
  • Sales forecasting.
  • Promptly respond to client needs either on the phone or electronically.
  • Establish new relationships with potential clients and sign them up for insurance.
  • Cold calling over the phone and knocking on doors to offer and sell insurance.
  • Once a product is sold, you will need to fill out appropriate forms and input into the software system.
  • Cultivate relationships and cross-sell additional lines of insurance.
  • Ability to draft invoices & collect payments.

Additional Duties:

  • To understand and successfully use agency sales automation.

Requirements & Skills:

  • Excellent communication skills both verbal and written.
  • An articulate and professional voice in person and on the phone.
  • Professional wardrobe.
  • Self-starter, driven, can manage rejection well.
  • Confident, energetic, enthusiastic with a sense of humor.
  • Proficient with Microsoft Word, Excel, Outlook and PowerPoint.
  • Familiar with sales software and if you know how to use Infusionsoft is a plus.
  • Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

Education:

  • High school diploma.

Experience:

  • MUST have one-year sales experience in the insurance industry.
  • MUST have current and valid P&C Insurance License.