Insurance CRM Administrator — Flexible Hours & Growth

Jason Street - Allegiance Insurance; Fairfield (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k with match

Health benefits

Flexible hours

Salaried pay

Growth opportunities

Job summary

A well-known insurance agency in New Jersey is seeking an Insurance CRM Manager to manage their CRM system and support insurance processing tasks. The ideal candidate will have excellent communication skills, experience with CRM systems, and a focus on customer relations. This position offers benefits like 401k matching and opportunities for growth within the company, emphasizing the importance of accuracy and client confidentiality.

Qualifications

• Excellent verbal and written communication skills to explain complex information.
• Experience with CRM systems is a plus.
• Ability to understand and interpret complex information.
• Willingness to obtain Property and Casualty License within the first year.

Responsibilities

• Manage agency's CRM system and ensure data integrity.
• Process insurance documentation and customer payments.
• Coordinate with producers for premium sales entries.
• Maintain customer confidentiality in files.
• Create and manage insurance proposals and documents.

Skills

Verbal and written communication

CRM system navigation

Obtaining licensing

New business generation

Task execution with variables

Computer program utilization

Tools

AMS 360

QuickBooks

Job description

A well-known insurance agency in New Jersey is seeking an Insurance CRM Manager to manage their CRM system and support insurance processing tasks. The ideal candidate will have excellent communication skills, experience with CRM systems, and a focus on customer relations. This position offers benefits like 401k matching and opportunities for growth within the company, emphasizing the importance of accuracy and client confidentiality.