Benefits :
- Dental insurance
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
ROLE DESCRIPTION :
As an Office Manager with Peter Chai Agency, you equip our agency to continually achieve its goals. You empower our agency by implementing and supporting office policies and consistently ensuring the execution of advantageous customer experiences.
By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.
As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need.
Peter Chai Agency is eager to bring aboard your collaborative presence.
RESPONSIBILITIES :
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.
QUALIFICATIONS :
- Must be able to obtain Property and Casualty License.
- Must be able to Life / Health License.
- Excellent communication skills - written, verbal, and listening.
Highly organized and detail-oriented
- Experience in customer service required.
- Experience in managing customer service preferred.
- Experience in sales preferred.
- Proactive in problem-solving
- Able to work in and manage a team environment.
- Experience in Windows computer applications.
- Able to coordinate and collaborate with others to achieve agency goals.
- Able to succeed in a fast-paced environment
- Able to obtain Property and Casualty License
- Able to obtain Life and Health License
BENEFITS :
- Paid time off (holidays and personal / sick days)
- Salary plus commission / bonus
- Health benefits
- Growth potential / opportunities for advancement within my agency
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