Team Support Specialist/Insurance Processor

Jones Insurance Agency•Garner, NC

About The Position

Career Opportunity - Team Support Specialist / Insurance Processor (Entry Level - Personal Lines) If you are looking for: An employer that provides tremendous growth and invests in your learning A professional work environment where teammates are supportive and accountable Standard working hours, with options for remote work and flexible schedules (after 90 days) A competitive salary with outstanding benefits A family-oriented employer that has been in business for over 60 years Then we should talk, because we are always looking for: Self-motivated individuals with an “old-fashioned” work ethic and positive attitude A quick learner who can grasp new concepts & ideas in a fast paced environment A client-focused professional who is able to listen, communicate, and teach technology Summary This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and Personal Lines accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-First” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

A combination of 2 years education or related office experience (i.e. insurance claims department, medical office, independent agency, etc.)
NC Department of Insurance Property and Casualty License OR ability to obtain license within the first 90 days of employment
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook)
Must be an assertive self-starter with the ability to influence others
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communications.

Nice To Haves

Bilingual in English/Spanish is preferred

Responsibilities

Maintains digital files in an orderly, up-to-date manner
Processes change requests for clients on the same day as requested
Processes confirmed cancellations on the same day as requested
Seeks advice from Accounts Managers (AMs) with any problem with their accounts
Maintains working knowledge of all company change procedures
Assists or fills-in for AMs as directed
Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system
Processes paperwork assigned by AMs on the same day as requested
Print proposals, policy notebooks, and other materials for client visits
Runs carrier quotes for new potential groups
Creates renewal spreadsheets and other necessary materials for existing clients
Performs other functions as assigned by management