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The Ruth Stroup Insurance Agency

Insurance Document Liaison


Job Overview

When you join the team at Ruth Stroup Insurance Agency, you will be part of one of the best Farmers Insurance agencies   Together we have over 50 years experiences, and we know there's always more to learn.

The Document Liaison is an important member of our team as they support our motto of "fast and friendly service".   You help the agency grow in 2 ways:  client retention, and freeing up account managers to spend more time selling new policies.

Clients, lenders, and a wide range of associates need Certificates of Insurance on a regular basis to support their business activities.  

Administrative professionals encouraged to apply.

Insurance experience is a plus

Career opportunity to advance to inside sales role available.

 

Salary Range: $30,000.00 - $60,000.00 per year

Benefits

Health Insurance provided to full time employees (30 hours wk or more)

401k with 5% match

Home office stipend available for remote workers

Flexible hours.

 

Requirements

P&C insurance License (non-resident license ok) required within 60 days of hire.

50 WPM or more keyboard speed

Computer savvy and easy with desktop applications

Friendly phone presence

Remote work available for experienced candidates only.

Responsibilities

The role of document liaison is all about retention by providing excellent service to both internal partners (agency account managers, Farmers underwriters) clients, and certificate holders.

This role requires a P&C license

Produce and deliver insurance documents in a timely manner.

Identify cross sell opportunities

Assist clients with billing matters.

Encourage clients to use technology for account management

 


Remote Type: Work from home flexibility
Job Type: Full-Time, Part-Time
Job Category: Customer Service
Location: Oakland,CA,94610,US

About Us

Our agency is recognized by Farmers as one of the best. We have also been named Best of Oakland Insurance Agency for 5 years (2015-2019) and been awarded the 5 Star professsional designation for home and auto insurance. The agency specializes in insurance for CA business and property owners. We offer all lines on insurance to provide our clients one stop shopping.

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