Insurance CRM Office Admin
15 days ago
Fairfield
Job DescriptionBenefits: • Growth Opportunity, • Competitive salary 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 managementKNOWLEDGE, 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 plusBenefits:, • 401k with match, • Health benefits, • Flexible hours, • Salaried pay, • Growth opportunitiesJoin our team and contribute to our success in providing top-notch insurance services!