Job description

**US CITIZENS ONLY** Essential Duties and Responsibilities: • Begins to develop relationships; attend meetings and may contribute. • Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. • Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor. • Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. • Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience. Knowledge, Skills, and/or Abilities: • Highly organized with excellent verbal and written communication skills • Self-confident to make sound independent decisions • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously • Ability to handle situations in a calm, courteous and professional manner • Customer-focused to establish and maintain effective relationships • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook • Ability to prioritize multiple tasks to meet deadlines • Must be able to read, analyze and reconcile financial reports • Possess strong analytical and problem-solving skills • Sharp attention to detail, decision-making skills, and problem resolution • Flexibility and adaptability to changing priorities, deadlines, and technology Education and/or Experience: • Associates degree (or equivalent) and BA/BS preferred • High-level client service experience required • Insurance experience preferred or able to demonstrate a focus on an insurance career Certificates, Licenses, Registration: • P&C licensed or ability to obtain licensing within 3 months of hire Benefits: • competitive salary, • PTO & paid holidays, • 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Requirements

Must-haves

Begins to develop relationships; attend meetings and may contribute.
Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Customer-focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines, and technology
High-level client service experience required
P&C licensed or ability to obtain licensing within 3 months of hire

Nice-to-haves

Associates degree (or equivalent) and BA/BS preferred
Insurance experience preferred or able to demonstrate a focus on an insurance career

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: manatal
Effort: medium

Benefits

Benefits detected in the listing.

401(K)

Pto

Wellness