Would like to find a part time candidate for now and would convert to full time for some insurance and admin work:
Job description:
1. Managing paperwork: Organizing and maintaining client files, policy documents, and other paperwork in an orderly manner.
2. Policy processing: Assisting in the processing of insurance policies, including data entry, policy issuance, and updating client information in the system.
3. Client communication: Handling phone calls, emails, and other forms of communication from clients, addressing inquiries, providing information, and scheduling appointments as needed.
4. Scheduling: Managing the agent's calendar, scheduling client meetings, appointments, and follow-ups, and ensuring that the agent's schedule is optimized for productivity.
5. Supporting sales activities: Assisting the agent with preparing quotes, proposals, and presentations for clients, and following up on leads and opportunities.
6. Administrative support: Providing general administrative support to the agent, such as organizing meetings, preparing documents and reports, and handling office supplies and equipment.
7. Client service: Providing excellent customer service to clients, addressing their needs and concerns in a timely and professional manner, and ensuring client satisfaction.
8. Policy renewals: Assisting with policy renewals, including contacting clients to review their coverage and options, and coordinating the renewal process with the insurance company.
9. Data management: Maintaining accurate and up-to-date records of client information, policy details, and other relevant data in the agency's systems.
10. Compliance: Ensuring compliance with insurance regulations and company policies, including completing required paperwork and documentation accurately and on time.
11. Assist in paperwork on other businesses
12. Adhoc activities
