Job Summary: The New Business Processor will assist new clients with completing necessary paperwork to become clients of The Canopy Group. The position requires superior phone and interpersonal communication skills, exceptional listening, and prior success in servicing clients on personal lines of insurance. Flexible office hours.

Essential Duties:

1. Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system

2. Place outbound calls to complete research and follow up activity and conduct annual account review

3. Communicate with current and potential clients, providing information, answering questions and resolving concerns

4. Processing policy transactions

5. Identify opportunities to up-sell coverage and seek cross sell opportunities

6. Prepare insurance proposals through rating new business and expiring policies

7. Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement

8. Compile and update client database

9. Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken. Setting suspense for those situations where it is needed.

10. Make sure all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system

11. Process payments

12. Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions

13. Assist agents with additional activities as assigned to achieve office growth and retention

14. Attend required training and continuing education programs

Job Specifications: Have strong attention to detail, effective at time management/prioritization/multi-tasking. Have strong oral and written communication skills.

Job Qualifications:

• HS Degree or equivalent
• Advanced knowledge of Microsoft Office software and Web-based Technology
• Excellent spelling and grammar; outstanding verbal and written communication skills
• Prior insurance office experience preferred

Property and Casualty Insurance license preferred

Job Type: Part-time

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative Assistants & Receptionists: 2 years (Preferred)
• Customer service: 2 years (Preferred)

Work Location: In person