Job Description
Key Responsibilities:
Provide prompt, courteous, and professional customer service via phone, email, and in-person interactions.
Accept payments via walk-in and over the phone and apply to customer’s accounts.
Assist with processing policy changes, endorsements, and cancellations.
Support agent in preparing quotes and applications for personal and commercial lines of insurance.
Follow up with clients regarding documents, payments, and other required actions.
Maintain accurate customer records and documentation in agency management systems.
Resolve customer issues efficiently and escalate when necessary.
Perform general administrative tasks such as filing, scanning, and data entry.
Qualifications:
High school diploma or equivalent; associate or bachelor’s degree preferred.
Previous customer service experience, preferably in insurance or a related field.
Excellent verbal and written communication skills.
Strong organizational and problem-solving abilities.
Proficient in using computers, email, and customer service software.
Ability to multi-task and work in a fast-paced environment.
Must be dependable, punctual, and a team player.
Insurance license (e.g., Property & Casualty) is a plus but not required.
Schedule: Days Agent will be out-of-office (tentative). Additional hours will be required for training as well as other needed staffing times not yet planned.
April 24 – 4 hours
April 25 – 8 hours
May 14 – 8 hours
May 15 – 8 hours
May 16 – 8 hours
June 16 – 8 hours
June 17 – 8 hours
June 18 – 8 hours
June 19 – 8 hours
June 20 – 8 hours
August 8 – 4 hours
August 11 – 8 hours
August 12 – 8 hours
August 13 – 8 hours
August 14 – 8 hours
August 15 – 8 hours
Equal Opportunity Employer
IND1
Part-time