Admin - Insurance clerk - Mandatory overtime required

Express Employment Professionals - Cincinnati East; Grand Junction (CO); On-site; USD 22,000 - 29,000; Full time

Job summary

Express Employment Professionals - Cincinnati East is seeking an administrative professional who ideally aims to become a licensed insurance agent. The employer offers training and licensing support, with potential career advancement into insurance sales.

The role requires strong Outlook calendar skills, multi-line phone handling, greeting clients, scanning, and proficiency with Adobe and Excel. Open Enrollment overtime is required Oct 15–Dec 15, with Sundays and Thanksgiving weekend off;

Qualifications

• Must have working knowledge of Outlook calendaring.
• Experience with multi-line phone systems.
• Comfortable greeting clients and scanning documents.
• Willing to pursue insurance licensing with company support.

Responsibilities

• Lead generation and sales through cold calling, networking, and referrals.
• Interview clients to assess financial situations and goals.
• Recommend and explain insurance products to protect clients.
• Process applications, issue quotes, and maintain client records.
• Assist with claims support and liaise with insurance companies.
• Complete continuing education credits to meet licensing requirements.

Skills

Outlook calendar management

Multi-line phone handling

Greeting clients

Scanning documents

Adobe

Excel

Navigating portals and systems

Tools

Outlook

Adobe Acrobat

Excel

Job description

Looking for admin person that ideally would like to become a licensed insurance agent eventually (the clients will pay for training and licensing).

Overtime required during Open Enrollment (October 15-December 15) with no days off except Sundays and the Thanksgiving weekend is non-negotiable.

Requirements

• Must have a working knowledge of Outlook calendaring,
• Multi-line phone use
• Greeting clients
• Scanning
• Adobe
• Excel
• Comfortable navigating in computer portals and systems.

Key Responsibilities

• Lead Generation & Sales: Prospect for new clients via cold calling, networking, and referrals to grow a customer portfolio.
• Needs Analysis: Interview clients to determine their financial situations, existing coverage, and long-term goals.
• Policy Customization: Recommend and explain suitable insurance products to protect clients against financial loss.
• Administrative Duties: Process applications, issue quotes, manage client records, and handle policy renewals.
• Claims Support: Assist policyholders with the claims process and act as a liaison between the client and the insurance company.
• Licensing & Compliance: Complete continuing education credits and adhere to state and federal insurance regulations.

Core Competencies & Skills

• Communication: Ability to explain complex policies in simple, client-friendly terms.
• Customer Service: Strong interpersonal skills to build trust, retain clients, and provide empathetic support during stressful claims.
• Sales & Negotiation: Confidence in closing sales, upselling, and overcoming objections.
• Financial Literacy: A solid grasp of financial products, risk management, and underwriting criteria.