Customer Service & Operations Manager (Woolever Insurance Agency)

Z Insurance Group

Customer Service & Operations Manager (Woolever Insurance Agency)

Delaware, OH
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Opportunity for advancement

    Paid time off

    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

    • 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