Job Description

Prevot & Associates is a bustling Commercial Insurance brokerage located in beautiful Los Gatos* with an immediate opening for a fantastic team member! This can be a full or part time position as a Group Health Benefits Agent - INSURANCE EXPERIENCE IS REQUIRED.

*Our team is currently working remotely, anticipating being back in the office on a hybrid schedule in the next few months. You would start out working remotely.

Some people might think insurance is a snooze, not here! We make working in our office fun and engaging! We truly value and reward our team members and are looking for someone with a like-minded, can-do attitude.

BENEFITS:

• Pay depends on experience (minimum $27/hr) & plenty of room to grow!
• Medical insurance + annual Dental stipend
• IRA Retirement plan with limit matching
• PTO, paid holidays & many pre-holiday half days paid as a full day!
• Casual attire – and atmosphere!
• An all-office monthly bonus program
• Break room stocked with coffee, tea, bottled water, Coke Zero, Snapple, snacks, ice cream(!) you name it! (once back in office)
• Management that appreciates and recognizes the efforts, successes & creative thinking of our team!
• Friendly and easy to work with coworkers, the selected candidate will feel 100% welcome starting on day one!
• Company culture built around respect for employees and their contributions.
• OUR TEAM IS CURRENTLY WORKING REMOTELY, WE ARE EXPLORING HYBRID HOME/OFFICE SCHEDULES ONCE WE RETURN TO THE OFFICE.

YOUR DUTIES WILL INCLUDE:

• Promptly & accurately communicating with clients and fellow team members – we believe in delivering fast, five-star service to our clients!
• Adds/terms/changes
• Service & billing issues
• Renewal review & presenting
• Quoting & supporting Renewal & New Business Accounts
• Being a point of contact to answer client inquiries (coverage Q's, enrollment inquiries, adds/terms/changes, etc.)
• Contact carriers when info or clarifications are needed
• Open enrollment
• Maintain some excel docs for clients (add/term logs, master employee benefit list, payroll deductions)

QUALIFICATIONS:

• Small business group health benefits experience & license; P&C experience a plus
• Strong attention to detail with an aptitude for time management
• Excellent customer service skills and ability to easily establish rapport with people
• Solid computer, grammar, organizational and multi-tasking skills
• Are proactive & work well with people in a small environment
• Can prioritize, triage, and manage multiple tasks efficiently & accurately

Company Description

We are an all-encompassing insurance brokerage firm with comprehensive commercial insurance offerings & solutions for all businesses. Our mission is to ensure our clients are properly covered for whichever stage they are in. Insurance is fun and lively at our company! We have a great & welcoming team that can't wait to meet you!