Job Description

Chances are you have insurance, and have some opinion, or no memory at all, about that encounter. Our mission is to transform the insurance experience from ''transactional'' to an engaging and memorable connection! #insurancedoesntsuck 

Here are the high points: 

*Insurance is a great career. Long term job security, growth opportunities and a competitive salary with bonus opportunities.

*Hours M - F / 9am - 4:30pm

*Our team culture is a highlight. Work hard, play hard, be accountable, be kind. Our team is high performance, goal driven and value focused. Team meetings, book studies, community events, well-balanced schedule, prioritizing personal and professional development.

YOU WILL EXCEED IN THIS ROLE IF:

You are a high performer.

Personal and professional growth is important to you.

You can proactively anticipate client needs before they know they have them.

You are able to pivot and prioritize tasks.

You take pride in setting the tone for a positive client experience by leading each situation to the best solution.   

You are confident and decisive with little input or direction from leadership, but you welcome constructive criticism.

You are not just looking for a job, but a place to grow with our agency long term.

Salary: $41,500.00 - $45,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Personal Growth Budget

Paid Time Off (PTO)

Responsibilities

• Create a helpful & engaging experience for people calling or visiting our office.
• Answering phone calls and assisting with a range of requests for policy changes, proof of insurance, providing resources, scheduling client or prospect appointments, general questions.  Goal is handling 100+ calls per week.
• Process mail, general email and text requests.  
• Respond to all requests within the designated turnaround time. 
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• Diligently document all communications (aka obsessively fanatical about notes & details)
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• We trust you to enthusiastically solve problems, use common sense and confidently self-manage.

• With growth and experience, begin to handle complex customer service and support our VA Team. If sales or account management speaks your language, that can be considered in your growth plan.  

• Pursue and attend training, education, development opportunities, and team community events.  

• Partner with management to design your quarterly goals and focus.

Requirements

• Twelve (12) Months of current experience offering excellent customer-facing service!
• Must be able to pass background checks and obtain P&C Insurance License immediately (We'll help with this!). 
• Possess a genuine willingness to learn, be intuitive and coachable.
• Driven and goal-oriented individual - working well independently and within a team.
• Ability to be flexible and handle situations tactfully.
• Exudes a positive, uplifting and inquisitive attitude. 
• Competent with computers and technology.  
• Proactively work on accomplishing your goals.