Insurance Service Representative
Remote / Online - Candidates ideally in
Shrewsbury, Worcester County, Massachusetts, 01546, USA
Listing for:
Oak Tree Insurance Agency LLC
Part Time, Remote/Work from Home
position
Listed on 2026-02-21
Job specializations:
Salary/Wage Range or Industry Benchmark: 23.48 - 30.23 USD Hourly
USD
23.48
30.23
HOUR
Job Description & How to Apply Below
JOB STATUS:
Non-Exempt
REPORTS TO:
AVP of Insurance Services SUPERVISES:
None
WHO WE ARE:
At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being.
PRIMARY
FUNCTIONS:
Assist existing and potential clients with all insurance needs. Perform day to day responsibilities and duties. This position requires the employee to work in office.
DUTIES and RESPONSIBILITIES:Work directly with existing and potential clients to satisfy all insurance needs.Provide quoting and processing of endorsements and new business applications.Answer inbound phone calls, emails and faxes to ensure information is provided in a timely manner.Review policies with insured both on the phone and in person.Offer complete reviews and point out concerns and downfalls of the insured’s current policies can’t beat the price of the current policy.Account rounding and up-selling policies.Turn around all quotes and endorsements within a 24-to-48-hour period.Review and process remarkets keeping with a 30 day in advance timeline, including the pulling and documenting of any necessary reports.Complete all new business applications, registry paperwork and process billing as needed to back up Senior Insurance Service Representative and DirectorContribute to high Member Satisfaction scores through superior service and follow up.Adhere to sales goals set in place by manager.Stay current on job-related equipment, procedures, CEU credits and/or information by reading handouts/memos, attending meetings, classes, seminars and other necessary means.Adhere to all applicable Credit Union policies, procedures and regulations.Participate in special projects and community activities, as needed.All other duties and responsibilities as directedPay Range:
$23.48 - $30.23 per hour commensurate with experience
Hybrid Work Arrangement:
Upon completion of in office training, the employee will have the opportunity to work from home 1-2 days a week as staffing allows.
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