Essential Functions
Manage a Personal Lines book of business of existing clients
- Document information in our client database AMS360
- Proficiency with Microsoft Office
- Assist with policy changes, billing, claims and cancellations
- Assist with preparing quotes, and presenting quotes to Producers and clients/prospects
- Handle incoming calls, emails, and messages from customers, addressing their inquiries and resolving any issues they may have.
- Process client payments
- Follow-up on client payments
- Work directly with our insurance carrier partners and clients
Competencies
Understanding of Personal Insurance Rating Factors and coverages
- Communication proficiency in person, by phone and through emails with team members and insureds
- Ethical Conduct
- Professionalism
- Flexibility
- Initiative
- Excellent Time Management
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers. All documentation is done electronically.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Thursday, 8:30 a.m. to 5 p.m. and Friday 8:30 a.m. to 4:30 p.m. Some overtime may be required. Some weekend event participation may be required.
Job Type: Full-time
Pay: $34,308.00 - $45,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Application Question(s):
- Do you have experience with Microsoft Office? Word, Excel and Outlook.
Experience:
- Personal Lines Insurance: 2 years (Required)
Language:
License/Certification:
- Oklahoma Property and Casualty License (Required)
Ability to Relocate:
- Oklahoma City, OK 73112: Relocate before starting work (Required)
Work Location: In person