Job Description
Job Description
Job Summary :
Seeking a detail-oriented Insurance CRM Administrative Assistant to support our team with data entry and gathering customer's information and filing.
They will also assist producers when needed.
Responsibilities :
- Process and review insurance documentation and ensure all documents are complete.
- Take payments from customers and process them.
- Managing CRM system with client information.
- Process insurance documentation and ensure completeness.
- Assist with customer service needs for producers.
- Prepare insurance proposals and other forms for customers.
- Assist with policy changes and account maintenance.
Requirements :
- Strong verbal and written communication skills.
- Must be willing to obtain Property and Casualty License within the first 9-12 months of employment.
- Comfortable with computer programs and CRM systems.
- Skills AMS360 management software knowledge a plus
Benefits :
- 401k with match
- Health benefits
- Flexible hours
- Salaried pay
- Growth opportunities
Join our team and contribute to our success in providing top-notch insurance services!
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