Benefits:

401(k)

401(k) matching

Health insurance

Opportunity for advancement

Paid time off

Do you enjoy helping others and are you detailed oriented? Are you comfortable with talking to people on the phone and using a computer all day, so you are computer literate? Do you like to work with numbers and learn new things? Do you desire to be part of a team and want to be part of the solution and not the problem? If this sounds like you, please read on.

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

Our hours are Monday through Friday from 8:30 – 5:00 and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

Job Responsibilities:

Welcome and be the face of the Agency to clients and prospects that call on the phone and walk in the front door

Establish working relationships with clients, potential clients, and companies we represent on the phone, email and on paper

Supporting teammates with follow-up for clients and prospects

Promptly respond to client needs either on the phone or electronically

Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs

Take payments from clients, help monitor policies for payment status

Prepare and send out electronic signature documents for the team

Follow up on customer and company requests until task completed

Complete customer changes

Provide admin and customer support for sales and service teams

Assist with other office duties as they arise and are needed

Professional and Personal Skills:

Friendly voice and pleasant tone over the phone and in person

Excellent communication skills both verbal and written

Has appropriate business attire

Proficient with Microsoft Word, Excel, and Outlook

Type quickly and accurately

Organized, structured, punctual, and will follow the rules

Familiar with the multi-line phone system and how to use one

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest

Wages and Compensation:

We offer competitive wages, depending on experience, and other benefits are available as well. We offer paid time off, medical, dental, and vision insurance, and a company-sponsored retirement plan.

Experience Requirements:

No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus. Must be able to pass the state of Florida background check.