Independent Insurance Agency looking for a teammate to help our growing insurance agency. The role is to assist us with the day-to-day maintenance of Personal Lines Accounts and support to Commercial Lines Account Managers. 

Salary Range:

Benefits

• Work From Home Option after 90 days of employment
• Paid Time Off
• Paid Holidays
• 401k match
• Health Insurance
• Dental Insurance
• Life Insurance
• Long term disability insurance
• Professional Development
• Continuing Education Support

• No insurance license is required for initial hire, but will be required before completion of the first year of employment.
• General office skills are important.
• Two-year associate college degree preferred or four-year college degree preferred
• Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
• Possesses a supportive and responsive manner with internal and external customers
• Has the ability to perform multiple tasks in complex working environment accurately and efficiently

• Answer phones professionally and transfer calls appropriately
• Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines as assigned
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Monitor billing status of clients
• Record agency billing in excel to professionally display commission statements
•  Aid clients with personal lines claims
•  Participate in any special projects at management’s request
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
•  Support Account Managers through servicing of existing customers
•  All additional duties as assigned

Our Agency is located in Northbrook IL specializing in Business, Auto, Home and many insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!