Alan Davis Insurance Agency
Onboarding Specialist
Job Overview
The New Account Onboarding Specialist will be responsible for policy processing, follow-up, and service related to onboarding new clients to the agency.
Salary Range: per year
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Life Insurance
Mon-Fri Schedule
Retirement Plan
Evenings Off
Requirements
Required Skills:
- Excellent written and verbal communication skills
- Detail-oriented
- Organized
- Ability to multi-task
- Strong interpersonal skills
Required Qualifications:
- At least 2 years in a customer service or sales role
- Insurance licensing and experience is a plus, but not required
- Will be required to complete Insurance licensing as part of required job duties
Responsibilities
Responsibilities will include:
- Issuing policies in the respective policy platform
- Handling all follow-up communications with client
- Obtaining all required documents for underwriting and file completion
- Processing service requests in the policy platform or by engaging with our Service Operations team
- Completing outbound calls after policy issuance to ensure a smooth transition and to offer other available services
Remote Type:
No
Job Type:
Full-Time
Job Category:
Customer Service
Company Location:
127 W AUGLAIZE ST Wapakoneta, OH 45895
Job Ad Location:
Wapakoneta, OH 45895, US
About Us
Full Service Insurance Agency