McDaniel Insurance
Insurance Office Assistant
Full Time • Shelbyville
Benefits:
- 401(k) matching
- Competitive salary
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Bonus based on performance
About the Role:
We are seeking a motivated and organized individual to join our team as an Insurance Office Assistant at McDaniel Insurance in Shelbyville, KY. This is an exciting opportunity to work in a fast-paced and dynamic environment, providing essential support to our staff and ensuring the smooth operation of our office.
Responsibilities:
- Answer inbound calls from current customers, prospective customers, insurance carriers, and other business contacts in a friendly and professional manner.
- Make outbound calls to current customers and prospective customers for follow-ups, appointment scheduling, information gathering, and other agency-approved purposes.
- Contact prospective customers and leads to introduce the agency, determine their insurance needs, and schedule appointments or connect them with a licensed insurance agent.
- Conduct customer follow-up calls regarding renewals, policy reviews, missing information, documents, signatures, payments, and other service needs.
- Maintain accurate records of inbound and outbound calls, conversations, follow-up activities, and outcomes in the agency management system.
- Follow established agency procedures and applicable calling, privacy, and insurance regulations when communicating with customers and prospects.
- Greet clients who visit the office in a friendly, professional manner.
- Respond to general client questions and direct insurance-related questions to the appropriate licensed team member.
- Schedule appointments and assist with managing the agency calendar.
- Process incoming and outgoing mail, email, documents, and correspondence.
- Scan, upload, organize, and maintain client documents and electronic files.
- Assist with collecting information and documentation needed for policy servicing and quoting.
- Assist with policy-related administrative tasks, including renewals, cancellations, endorsements, and new-business paperwork, as permitted.
- Enter and update client and prospect information accurately in the agency management system and carrier systems.
- Help maintain organized client records and ensure documentation is completed accurately.
- Assist with billing inquiries and direct clients to the appropriate agent, carrier, or billing department when necessary.
- Help prepare letters, forms, reports, and other office documents.
- Support agents and other team members with daily administrative needs.
Requirements:
- Excellent communication and customer service skills
- Proficiency in Microsoft Office and basic office equipment
- Ability to multitask and prioritize tasks effectively
- Previous experience in an office or administrative role is preferred
- High school diploma or equivalent
- Within 60 days of hiring, will need to get P&C insurance license
About Us:
McDaniel Insurance Agency has been serving the Shelbyville Kentucky community, surrounding counties and other states for 13 years, providing personalized insurance solutions to meet our clients' needs. Our team is dedicated to delivering exceptional service and building long-lasting relationships with our customers. We offer a supportive and collaborative work environment, with opportunities for growth and development.
Compensation: $17.00 - $20.00 per hour
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)