Essential Duties and Responsibilities:
*

• Have and maintain a positive, upbeat and motivational attitude. Negativity is a disease that spreads quickly. Keeping things positive is important to individual moral as well as office and company moral.
• Be knowledgeable on service, guidelines, agency management system, and all company customer service.
• Know and use the tools/resources provided for ease of business.
• Quotes for remarketing are to be completed in a timely manner to avoid lapse of coverage, must be accurate, complete up front underwriting including all eligible discounts applied and noted for follow up documentation to send to carrier.
• Prepare applications, send them through DocuSign and arrange for payment.
• Create and update suspense’s clearly. Notes must be clear enough to ensure someone else can pick up where you left off.
• Prioritize and respond to Emails in a timely manner. Clean out your INBOX daily so that if you are out unexpectedly someone can pick up and work your emails easily.
• Answer phones promptly and assist clients’ needs and concerns. Return all voicemails by end of day or at minimum, notify insured you are working on their file. Understand that while we have ring groups in place, sometimes it’s in the client’s best interest to help them rather than send to a VM. We want to avoid frustrating the client, take the time to listen to them and assure them we will get it handled. Remember, we are a Customer Service business and the phone ringing keeps us in business.
• Aide in reaching the office weekly sales goal. Every conversation is an opportunity to cross sell & up sell---making sure it’s in the clients best interest.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Job Type: Full-time

Pay: $36,335.00 - $51,420.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid jury duty
• Paid time off
• Paid training
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Office: 2 years (Required)

License/Certification:

• NC P&C License (Required)

Work Location: One location

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