Clerical Insurance Office Support

Job Description

Job Description

Job description

Retail Insurance Agency Seeking Clerical Office and Customer Support

We are actively looking for someone part-time to provide back up to our front desk. Depending on performance, the position has the ability to transition to full time. We are seeking someone part time, 30 hours per week to start.

Duties Include:

1. Learning to properly answer and route phone calls within the agency to cover breaks and lunch for the receptionist
2. Learning all functions of the front desk, such as opening and scanning incoming mail and posting outgoing mail, pulling daily reports and running MVR's
3. Additional duties may include creating a supply order list and watering the office plants

Requirements Needed:

1. Must have reliable transportation
2. Must report to the office - this is not a remote position
3. Must have a good attitude and pleasant phone voice
4. Must have at least 1 year experience in answering calls

After training and mastering the front desk, this position will grow into clerical support for the Customer Service staff. You will continue to support the front desk for breaks and lunches but then be trained in various insurance related data entry task.

Customer Service Duties May Include:

Adding and Deleting drivers on commercial auto policies (per specified carrier guidelines)

Setting up claims in agency management system and emailing to carriers as required

Setting up prospects in system and attaching all correspondence and quoting items related

Recommendation and Inspection reports to clients

Processing Certificate Requests

If you continue to show mastery we would transition the position to full time with benefits package. During part time employment, benefits will not be offered with exception to earning paid time off. After transitioning to a full time position we have medical, vision and dental benefits, along with supplemental plans from Colonial, a 401k plan and paid holidays. We would also consider licensing after a year of service to the agency if you do not already hold an active 440 license in Florida. Again, this is not a remote position and remote work will not be considered for this role.

Only qualified applicants will be contacted to discuss the next steps. Please do not apply without a resume for us to consider.

Retail Independent Insurance Agency serving about 27 states across the US right now.

Company Description

Retail Independent Insurance Agency serving about 27 states across the US right now.