Insurance CRM Office Admin

Jason Street - Allegiance Insurance; Fairfield Township (NJ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Growth opportunities

Competitive salary

Training & development

401k with match

Health benefits

Flexible hours

Salaried pay

Job summary

Jason Street - Allegiance Insurance is seeking an Insurance CRM Manager in New Jersey to oversee AMS 360 and maintain client data. You will also assist producers with proposals, renewals, and filings while keeping accurate records across CRM and QuickBooks.

The role requires proficiency with AMS 360, AgencyZoom, and QuickBooks, along with solid data-entry and customer-service skills. A Property & Casualty license is expected within 9–12 months.

Qualifications

• Experience communicating with clients and preparing proposals.
• Ability to gather and enter customer information accurately.
• Familiarity with insurance processes, documents, and filings.
• Ability to obtain Property and Casualty licensing within 9–12 months.
• Proven ability to support producers and close sales in insurance.

Responsibilities

• Manage CRM AMS 360 and enter client data accurately.
• Process and review insurance documents; collect payments when needed.
• Prepare proposals and bind policies for existing clients on renewal or new business.
• Assist producers with schedules, summaries, and renewal proposals.
• Maintain client files and upload documents in the CRM system.

Skills

CRM software

AMS 360

AgencyZoom

QuickBooks

Data entry

Insurance knowledge

Tools

AMS 360

AgencyZoom

QuickBooks

Job description

Benefits

• Growth OpportunityCompetitive salaryTraining & development

JOB SUMMARY

The Insurance CRM Manager's primary focus will be responsible for managing the agency's CRM system, AMS 360, as well as data entry, gathering customer's information and filing. They will also assist producers when needed.

PRIMARY RESPONSIBILITIES AND DUTIES

• Process and review insurance documentation and ensure all documents are complete.
• Take payments from customers and process them.
• Managing CRM system with client information.
• Manage AgencyZoom to ensure the producers enter in all their premium sales into the system.
• Manage QuickBooks to ensure the Agency's Bank Reconciliations are done on a monthly basis.
• Maintain office supply inventory.
• Serve as a back-up for other jobs as necessary.
• File and maintain customer insurance files.
• This information is personal and confidential.
• Creates and maintains client or prospect lists.
• Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business.
• Completes and submits applications and related documentation to appropriate insurance markets.
• Prepares, requests, and sends binders to insureds.
• Entering customer information into CRM system (AMS 360).
• Uploading documents and note taking in CRM for future reference.
• Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters.
• Uses these to round out accounts fully.
• Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
• Review appropriate policy change requests and other account activity.
• Documents automated file as appropriate.
• Accepts and handles any duties/prospects as assigned by agency management.

Personal and Organizational Development

• Identifies training needs with assistance from managers.
• Ability to stay organized and handle multiple tasks.
• Willingness to learn from agency management.

KNOWLEDGE, SKILLS, AND ABILITIES

• Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.
• Ability to navigate CRM systems (Previous CRM experience a plus).
• Ability to understand written and oral communication and to interpret abstract information.
• Ability to obtain licensing (Property and Casualty License) within the first 9-12 months of employment.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Ability to carry out complex tasks with concrete and abstract variables.
• Ability to utilize computer programs and understand functionality.
• AMS 360 experience a plus.

Benefits

• 401k with matchHealth benefitsFlexible hoursSalaried payGrowth opportunities

Join our team and contribute to our success in providing top-notch insurance services!