Insurance Assistant, Data Entry

A highly respected insurance agency with over four decades of experience in the business is seeking a Commercial Lines Technician to join its team. This agency is known for its exceptional leadership and unwavering dedication to both employees and clients. If you're motivated and eager to learn, you'll love being part of this agency's success!

• Hourly wage of $18.00 - $20.00, depending on experience
• Full suite of benefits, including medical, dental, and vision insurance
• 401(k) plan
• Paid time off and paid company holidays
• Comprehensive training is provided to ensure the employee is fully equipped for the role

• Experience: A minimum of 1-2+ years of administrative assistant, data entry, and/or insurance experience
• Licensing (Preferred): An active Property & Casualty (P&C) license is preferred, but not required for the position

• Proficiency with various agency management software is essential
• Experience with systems such as Applied Epic and/or AMS
  360 is a plus!
• General Software: Microsoft Office, carrier websites, and other relevant software systems as needed

• Manage essential administrative functions, including the organization, scanning, and printing of documents to maintain comprehensive and accessible records.
• Professionally handle all incoming calls and promptly respond to emails, proactively assisting clients with their insurance inquiries and servicing their needs.
• Ensure the accuracy and completeness of client files and policy details by diligently maintaining records within the agency management system.
• Efficiently process applications and provide support for online rating processes.
• Thoroughly verify and document all critical file information, including premiums, policy numbers, claims reports, and required forms, to ensure compliance and accuracy.
• Collaborate effectively with internal departments to seamlessly meet customer needs and resolve complex issues.

Apply now!