Office Assistant | Insurance Services Job in Long Beach 90804, California US

CLIENT COMPANY OVERVIEW
Our client is a successful, long-term Agent for the Nation’s leading provider of Automobile Insurance as well as other policies such as Homeowners, Life and Annuities to name a few. Ranking in the top 50 on the Fortune 500 list of largest companies, more than 79 Million policy holders in the United States and Canada rely on the integrity and financial stability of this deeply rooted insurance organization.


POSITION SUMMARY

 

Has direct responsibility for providing a high level of service to customers while delivering efficient and pro-active support to the Agent in the areas of office operations as well as sales and marketing support. 

 

Duties Responsibilities:

 

·   Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverage’s, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marketing opportunities as appropriate;

·   Prepare forms, policies and endorsements when required;

·   Provide service to the public and policyholders in a pleasant and courteous manner;

·   As directed by the agent, work with agent’s computer system to update information in customer databases used by the agent;

·   Contact prospects and current policyholders for appointments;

·   Meet customer service goals and assist with marketing goals as directed by the agent;

·   Perform other related duties as assigned by the agent;

·   May need to run office errands on occasion.


Duties Responsibilities:

 

·   Problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative Sources of action and their likely outcomes, and selecting the best alternative;

·   Strong listening, oral and written communications skills in English;

·   Ability to organize and act on several activities concurrently;

·   Initiative and Self Reliance: make decisions on a timely basis and take necessary actions without direction from others;

·   Ability to pay close attention to detail and accuracy;

·   Goal-oriented: highly motivated and resourceful to achieve results;

·   Ability to learn and apply product and customer knowledge to professionally service, and assist in the marketing of Insurance products;

·   Ability to create and maintain business relationships with prospects and policyholders;

·   Proven track record of trustworthiness, dependability and ethical behavior.

 

QUALIFICATIONS / REQUIREMENTS