Administration Assistant for Insurance Company

Beard Insurance Group Llc; North Carolina; On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Hands-On Training

Job summary

Beard Insurance Group Llc in Gastonia, NC seeks an Administration Assistant with a focus on client service and policy handling. The role includes handling multiple phone lines, assisting clients with policy questions, and supporting home/auto policy writing as needed.

Licenses for NC Property-Casualty are preferred or candidates willing to obtain licenses. Training will be provided, and opportunities for growth exist as the company expands.

Qualifications

• Licensed Property-Casualty preferred or willing to obtain license.
• Experience in agency environment.
• Strong customer service skills.
• Excellent spelling and grammar; strong writing ability.
• Proficient computer skills.
• Ability to manage multiple phone lines and daily tasks.

Responsibilities

• Answer telephone inquiries and assist clients with policy questions.
• Provide information and verify non-technical inquiries.
• Process payments and issue receipts.
• Reach out to clients for protection reviews and inquiries.
• Support policyholders with service needs and problem-solving.
• Draft letters and reports as directed by the agency owner.

Skills

Customer service

Communication

Attention to detail

Phone handling

Editing/writing

Education

Property and Casualty Insurance License (or willing to get one)

Tools

CRM software

Microsoft Office

Job description

Job Description

Job Description

Administration Assistant needed immediately for a fast-growing company in Gastonia, NC. We are looking for licensed Property-Casualty Insurance Agents, but we will train and pay for the licenses of the right candidates.

Responsibilities

• Answer telephones and assist clients with all policy questions or concerns. Direct calls to the proper persons and take messages as needed.
• Provide and verify general and non-technical information to inquiries over the telephone or in person.
• Take payments and provide a receipt to customers in person or by phone
• Contact customers from the agent's book of business and conduct Customer Protection Reviews
• Provides customer service to policyholders as needed
• Assists customers with problems, complaints, and other issues
• Notifies agent/office manager of problems occurring in the support area and recommends a solution
• Claims Follow-Up Process
• Write Home and Auto policies as needed for Clients

Requirements

• An NC Property and Casualty Insurance License or willing to get one. Company Paid
• Agency Experience
• Great Customer Service Skills - People Person
• Outstanding Problem-Solving Capabilities
• Excellent Spelling and Grammar skills
• Exceptional Business Writing and Editing Skills
• Advanced Computer Skills
• We prefer an individual interested in long-term employment with opportunities to advance as the company grows. This position requires someone who can successfully manage multiple phone lines while keeping up with the daily demands of managing the needs of dealing with Clients, associates, and inquiries about Products and Services. This role requires someone who can excel with attention to detail.

Our Account Executive position involves answering multiple phone lines, providing outstanding customer service to agency customers, consulting clients on coverage and protection limits and providing annual insurance reviews, receiving and processing insurance payments for existing customers, drafting letters and reports, and performing other additional clerical duties as directed by the agency owner and/or associates.

Benefits

• Paid Holidays
• Bonus Opportunities
• Paid Time Off (PTO)
• Hands-On Training