The Insurance Agent Assistant provides friendly and efficient customer service, and sales support to ensure the smooth operation of the agency. This role helps maintain client relationships, prepares policy documents, manages inquiries, and assists the agent with daily tasks that support business growth and client satisfaction.
Key Responsibilities:
Greet clients, answer incoming calls, and respond to email inquiries in a timely and professional manner.
Schedule appointments, manage the agent's calendar, and help coordinate follow-up communications.
Prepare quotes, proposals, and policy documents.
Assist with processing applications, endorsements, payments, renewals, and policy changes.
Maintain client records, update CRM systems, and ensure data accuracy.
Manage incoming and outgoing mail and maintain organized digital filing systems.
Provide ongoing customer service, including answering coverage questions, helping with billing concerns, and coordinating claims information.
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Job Type: Full-time
Pay: $17.00 - $20.00 per hour
Experience:
Customer service: 1 year (Required)
Work Location: In person
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