Insurance Administrative Assistant - Upper Montclair, United States - Jason Street - Allegiance Insurance

Jason Street - Allegiance Insurance
Jason Street - Allegiance Insurance
Verified Company
Upper Montclair, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Job Summary:

Seeking a detail-oriented Insurance CSR/Administrative Assistant to support our team with data entry and excellent customer service. Responsibilities include assisting producers with prospecting, marketing, and quoting for various insurance accounts.


Responsibilities:


  • Provide exceptional customer service by answering phones and greeting customers.
  • Process insurance documentation and ensure completeness.
  • Handle payments and maintain office supplies.
  • Maintain customer insurance files confidentially.
  • Assist with prospecting and marketing activities.
  • Prepare insurance proposals and conduct sales presentations.
  • Collaborate with clients to ensure coverage adequacy.
  • Assist with policy changes and account maintenance.
  • Continuously develop client relationships and identify growth opportunities.

Requirements:


  • College education or equivalent insurance experience.
  • Strong verbal and written communication skills.
  • Active Property, Casualty, Life, and Health License.
  • Proficiency in insurance products, rating procedures, and industry operations.
  • Ability to generate new business, retain existing clients, and close sales.
  • Comfortable with computer programs and CRM systems.
  • Valid driver's license for occasional travel and client visits.

Benefits:


  • 401k with match
  • Health benefits
  • Flexible hours
  • Salaried pay
  • Growth opportunities
Join our team and contribute to our success in providing top-notch insurance services
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