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Insurance Office Assistant

Insurance Office Assistant

MediWealth Strategies LLCManteno, IL, US
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Job Description

Job Description

Benefits :

  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Training & development

About the Role :

Join Shelter Insurance as an Insurance Office Assistant, where you will play a crucial role in supporting our team and enhancing client experiences. This dynamic position offers an exciting opportunity to grow within a thriving insurance firm dedicated to providing exceptional service in Bourbonnais, IL.

Responsibilities :

  • Assist clients with inquiries and provide exceptional customer service.
  • Data entry and CRM management
  • Assist agent with field task (e.g taking photos, and collecting data)
  • Manage and organize insurance documents and client files efficiently.
  • Schedule appointments and maintain calendars for insurance agents.
  • Process policy applications and renewals accurately and promptly.
  • Coordinate communication between clients and insurance carriers.
  • Maintain office supplies and ensure a well-organized workspace.
  • Support team members with administrative tasks as needed.
  • Utilize insurance software to update client information and track leads.

    • Requirements :

  • High school diploma or equivalent; relevant experience preferred.
  • Strong communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite and insurance software.
  • Detail-oriented with excellent organizational abilities.
  • Ability to work independently and as part of a team.
  • Prior experience in an office or insurance setting is a plus.
  • Positive attitude and a commitment to client satisfaction.
  • Willingness to learn and adapt in a fast-paced environment.

    • About Us :

    Shelter Insurance has been serving the Manteno community for over a decade, providing personalized insurance solutions tailored to our clients' needs. Our clients love us for our dedication to service and our employees appreciate our supportive work environment that fosters growth and collaboration.

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    Office Assistant • Manteno, IL, US

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