Woolever Insurance Agency - Customer Service & Operations Manager

Z Insurance Group
Blacklick, OH, US
Full-time

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Training & development

Agency Support Staff

Woolever Insurance Agency in Delaware, Ohio is seeking an ambitious individual as customer support staff to assist with day-to-day operations of the business.

An award-winning agency based in Delaware, Ohio specializing in Auto, Home, Life and Commercial insurance. The hourly range is based on experience plus bonus opportunities!

Job Responsibilities

  • Receive Phone Calls and Office Visitors
  • Review and Process Client Changes, Additions, Revisions, Cancelations, Payments
  • Proactively Schedule Annual Professional Insurance Reviews
  • Keep Record of Customer Interactions, Transactions, Inquiries, and Comments
  • Administer and Adhere to Agency Practices and Procedures
  • Quote preparation and gathering information for final review
  • Maintain Agency Database & Assist in Marketing Campaigns

Job Qualifications, Skills, and Abilities

  • Must have Property and Casualty insurance license or willing to obtain
  • Must be detail oriented and able to organize, prioritize, and multi-task
  • Demonstrates Professional Demeanor
  • Excellent Phone Communication Skills Required
  • Manage Agency Correspondence Including Email, Fax, and Mail
  • Previous Customer Service Experience Required
  • Must have solid PC Skills, Basic Math Skills, and Strong Analytical Capability
  • Working Knowledge of Microsoft Applications (Word, Outlook, Excel & PowerPoint)
  • Must be comfortable with web-based software applications
  • 17 days ago
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