Job description

Position

The ideal Assistant will be a self-starter to assist Account Managers with account servicing and sales. The key function of this role is to provide the highest quality service to customers while growing their insurance knowledge and skills in the business. The Assistant will be the day-to-day link between the insurance carriers and assigned accounts within the agency.

This is a great opportunity for those with experience in medical billing and assistance, paralegals, or other similar customer-facing work requiring high levels of detail and accountability. Desire to obtain Property and Casualty Insurance License (company paid) within first 6 months is a plus. On the job training provided!

Responsibilities

• Maintain consistent and quality service to customers.
• Assistance to Account Managers to: Identify rounding/upsell and cross-sell opportunities and renewal of accounts.
• Respond to customers’ billing questions, generate invoices, and assist with payments.
• Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
• Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
• Other duties as assigned.

Requirements

• Strong communication, organizational, and time management skills.
• Interpersonal, analytical, and problem-solving abilities.
• Ability to Multitask.
• Proficiency in Microsoft Word, Excel and Outlook
• High school diploma or GED
• Agency Management System, CRM, or other paperless computer system

Benefits

• Salary + Incentives commensurate with experience
• Paid Holidays
• Health, Dental and Life Insurance
• Costco membership
• PTO
• 401(k)

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Germantown, MD 20874: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have insurance agency experience?

Work Location: In person

arclintfl.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, arclintfl.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, arclintfl.com is the ideal place to find your next job.