Director of Welcome

Aurora National Insurance; Homer (AK); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Dental Insurance

Vision Insurance

Job summary

Coastline Insurance Agency, part of Aurora National Insurance, is seeking a Director of Welcome to be the first voice our clients hear. You will gather information needed for quotes, take payments, send ID cards or COIs, and support client appreciation through birthday cards and holiday mailings.

We value someone who is organized, warm on the phone, and proactive, ensuring tasks are completed efficiently and with a friendly, family-oriented touch.

Qualifications

• Friendly, confident phone voice and patience with people.
• Comfort with computers and learning new systems quickly.
• Attention to detail: intake forms, payments and certificates have to be right the first time.
• Reliability and discretion with clients' personal and financial information.
• 1+ year in customer service, reception or office work.

Responsibilities

• Answer the phones and help callers on the spot.
• Greet every caller and walk-in, and resolve the most common requests.
• Gather intake information for quotes for personal, commercial, and employee benefits to support quoting.
• Route calls that need a licensed agent to the right person.
• Take payments over the phone through carriers' systems and follow up on past-due invoices.
• Send auto ID cards and issue COIs (proof of insurance).
• Coordinate client appreciation and marketing projects with vendors.

Skills

Phone communication

Computer literacy

Attention to detail

Discretion with data

Customer service experience

Job description

Job Description

Coastline Insurance Agency, part of Aurora National Insurance, is hiring a Director of Welcome.

You'll be the first voice our clients hear. When someone calls, you'll be able to help them with most of what they need, right then: gathering information needed for a quote, taking a payment, sending an ID card or COI. You'll also help our clients feel like part of the family, from birthday cards to holiday mailings.

If you're organized, warm on the phone, and like being the person who gets things done, we'd love to meet you.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Dental Insurance
• Vision Insurance

Responsibilities

Answer the phones and help callers on the spot

• Greet every caller and walk-in, and resolve the most common requests
• Gather intake information for personal lines, commercial lines and employee benefits quotes, so our team have what they need to quote
• Route calls that need a licensed agent to the right person

Payments and billing

• Take payments over the phone through our carriers' systems
• Call clients with past-due invoices or pending cancellations, help them pay, and make sure they don't lose coverage by accident

Proof of insurance

• Send auto ID cards
• Issue evidence of property insurance and certificates of insurance (COIs)

Client appreciation and marketing

• Send birthday, holiday and thank-you cards that make clients feel part of our family
• Coordinate marketing projects with our vendors
• Help with community events and other projects as the agency grows

Requirements

• A friendly, confident phone voice and patience with people
• Comfort with computers and learning new systems quickly
• Attention to detail: intake forms, payments and certificates have to be right the first time
• Reliability and discretion with clients' personal and financial information
• 1+ year in customer service, reception or office work