THERE IS NO CEILING TO YOUR SUCCESS!

We are looking to better our company by hiring motivated workers who care about our customers. With a family-oriented office environment, Burns and Burns Insurance is searching for a qualified candidate who is ready and willing to learn how to best serve our clients.

The Office Assistant is responsible for servicing a designated group of customers, providing support to Customer Service Representatives, Producers and / or Senior Account Executives as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required.

Benefits

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

PRIMARY RESPONSIBILITIES AND DUTIES

• Service a designated group of customers, manage and process customer requests including changes to policies, review billings, account reviews, and endorsements.
• Coordinates processing of the necessary documents with the Administrative Assistant.
• Provides support to producers and / or Senior Account Executives : should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty.
• Reviews assigned policies to determine if additional coverages should be solicited prior to renewal
• Conducts periodic service calls for designated customers.
• Documents all conversations with customers and / or insurers relative to exposures and coverages.

SECONDARY RESPONSIBILITIES AND DUTIES :

• Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Able to work independently with minimal supervision while working in a team environment.
• May be expected to attend industry-specific seminars and training, as needed.
• Other duties, as assigned.

Requirement

• Education : High school diploma
• Experience : Insurance & notary experience a plus.
• Excellent customer service skills.
• Performs duties by complying with agencys established procedures.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills

Last updated : 2024-05-01