Administrative Assistant
Job Description
Job Description
Objective:
The Agent Assistant is responsible for general office and clerical duties, managing calendars/schedules, client relations and developing new business.
Duties and Responsibilities:
- Quote new business for Property and Casualty insurance
- Schedule Insurance and Financial Review appointments
- Schedule/Reschedule appointments for clients and prospects
- Provide insurance applications and other paperwork to clients for signature
- Complete and submit insurance applications for underwriting approval
- Assist in marketing for new business
- Handle customer service needs
- Handle and document client service issues
- Accept client payments and assist with billing issues
- Work with Home Office to discuss client policy changes
- Register, track, and schedule all continuing education requirements for the office
- Keep the office staff and Financial Representative ahead of deadlines for continuing education
- Faxing, filing, mailing, copying, scanning, document shredding
- Maintain supplies of postage, office supplies and sales brochures
- Assist with office cleaning as needed
Requirements:
The ability to obtain and maintain all necessary state insurance licensing (Property/Casualty and Life/Health)
Preferred Skills and Qualifications:
- Excellent oral, written, and telephone skills
- Detail oriented and highly organized
- Strong personal computing skills including a working knowledge of Microsoft products: Outlook, Excel, Word, and Access.
- Must be able to work with a wide variety of clients and agency personnel
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