Insurance CRM Office Admin

Overview

JOB SUMMARY:

The Insurance CRM Manager's primary focus will be responsible for managing the agency's CRM system, AMS 360, as well as data entry, gathering customer's information and filing. They will also assist producers when needed.

• Process and review insurance documentation and ensure all documents are complete.
• Take payments from customers and process them.
• Managing CRM system with client information.
• Manage Agency Zoom to ensure the producers enter in all their premium sales into the system.
• Manage Quick Books to ensure the Agency's Bank Reconciliations are done on a monthly basis.
• Maintain office supply inventory.
• Serve as a back-up for other jobs as necessary.
• File and maintain customer insurance files. This information is personal and confidential.
• Creates and maintains client or prospect lists.
• Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business.
• Completes and submits applications and related documentation to appropriate insurance markets.
• Prepares, requests, and sends binders to insureds.
• Entering customer information into CRM system (AMS 360).
• Uploading documents and note taking in CRM for future reference.
• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully.
• Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
• Review appropriate policy change requests and other account activity.
• Documents automated file as appropriate.
• Accepts and handles any duties/prospects as assigned by agency management.

• Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.
• Ability to navigate CRM systems (Previous CRM experience a plus).
• Ability to understand written and oral communication and to interpret abstract information.
• Ability to obtain licensing (Property and Casualty License) within the first 9-12 months of employment.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Ability to carry out complex tasks with concrete and abstract variables.
• Ability to utilize computer programs and understand functionality.
• AMS 360 experience a plus

• 401k with match
• Health benefits
• Flexible hours
• Salaried pay
• Growth opportunities