Job Details
If you are friendly, enjoy working with people, good at multi-tasking and highly organized, we would love to hear from you!
Job hours are Monday through Friday, 8:00- 4:30pm. Benefits of Health Insurance, Life Insurance, Disability Insurance, Vision Insurance, 401k, Paid Holidays and Paid Time Off are all available.
Qualifications:
High school diploma required. College degree preferred.
Insurance industry experience preferred.
Proficient in use of personal computer, word processing software, calculator and agency automation software.
Ability to perform multiple tasks in a complex working environment, accurately and efficiently.
Property/casualty agent s license is to be obtained within 3 months following the probationary period.
Standards of Performance:
Use of proper English & telephone techniques.
Greeting clients and visitors promptly and in a friendly manner.
Working with others as a team and maintains a positive and respectful attitude with colleagues.
Maintaining the appearance of your work area & the office in general.
Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
Complying with the guidelines set forth in the office manual
Physical Demands:
Must be physically able to work a minimum of 40 hours per week in the office. The employee is regularly required to see, hear and project voice well enough without amplification. There is frequent need for the employee to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms. The employee is occasionally required to lift and carry up to 30 pounds; to stoop, kneel, crouch, or crawl, and to ascend and descend stairs. This position requires a high-energy level and ability to handle stress-related situations on a daily basis. The employee may be required to drive and travel unaccompanied in diverse weather conditions.
Primary Job Function:
Primary Job Function is to assist agency staff with work they need completed. These duties will include, but are not limited to the following:
1. Answering phones answer telephone promptly & use intercom or instant message to alert co-worker of call.
2. Greeting clients at the counter
3. Payments - Taking premium payments, generating receipts
4. Filing general mail & items as requested
5. Scanning general mail & items as requested
6. Customer Correspondence
7. Weekly Cancellation Letters
8. Monthly Cancellation Report
9. Diary & Mail documents for others in the office
10. Ordering Supplies as requested
11. Creating Commercial Books
12. Preparing & Taking Mai
13. File Room Upkeep Paper, Machines, Filing, etc.
14. Obtain Pennsylvania Property & Casualty License within 90 days
15. Policy Servicing & Selling