ROLE DESCRIPTION:
Debra Webb Insurance Agency is seeking an organized, efficient, energetic, Property and Casualty licensed specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers.
As an Account Associate with my agency, your attention to detail, dedication to client relations, and sales mindedness, equip you for this versatile position.
Your contributions as a motivated professional who thrives in a face paced environment pave an entryway for growing your career and expanding your income.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Establish customer relations and follow up with customers, as needed.
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Greet and welcome customers in a professional and friendly manner.
Provide prompt, accurate, and friendly customer service.
Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options and set appointments.
Use a courteous and professional demeanor, both on the phone and in person, to ensure that clients will know their issues are being handled by a talented, competent, and concerned business professional.
QUALIFICATIONS:
Must have a CA Property and Casualty License
Proficient in using phone systems, computer systems and office equipment.
Strong clerical skills and attention to detail.
Excellent organizational skills with the ability to prioritize tasks.
Ability to explain with high level of confidence, premium increases.
BENEFITS:
Hourly
Paid time off (vacation and personal/sick days)
Monthly office lunch
Monday - Friday hours
Growth potential/Opportunity for advancement within my office
SIMPLE IRA Retirement Plan with a percentage employer match
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