About us

Affordable Insurance Agency is a small business in Sherman, TX. We are professional and agile.

Our work environment includes:

• Casual work attire
• On-the-job training
• Flexible working hours
• Safe work environment

Overview

This position services at an Insurance Agency by managing the coverage verification process for each customer. Ensures the accuracy of recorded policies to those received from carriers through processing and validation activities. Coordinates and communicates effectively with all parties involved.

Responsibilities

• ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
2. Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution.
3. Accurately explain coverages and liabilities to or clients.
4. Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner.
5. Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.
6. Initiate and coordinate renewal activity on assigned accounts.
7. Initiate cancellation and non-renewal notices according to statutory and contractual requirements.
8. Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.
9. Facilitate the flow of information from agents and underwriters.
10. Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.
11. Process binders, invoices, and tax filings forwarding the binder and invoice to the agent.
12. Assist Associate Brokers and Brokers with duties as needed.
13. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

Qualifications

• High School Diploma or GED and 2 years of experience in Support or Customer Service or Insurance Agency OR N/A and N/A years of experience in Support or Customer Service or Insurance Agency
• Strong negotiation, communication, and analytical skills
• Excellent customer service skills with a focus on building long-term relationships
• Multilingual abilities are advantageous for serving diverse client needs

Join our team as an Insurance Broker Assistant and embark on a rewarding career in the insurance industry. Apply now to be part of our dynamic team!

Job Types: Full-time, Part-time

Pay: $11.00 - $15.00 per hour

Expected hours: No more than 40 per week

Benefits:

• Flexible schedule

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday
• Rotating weekends
• Weekends as needed

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Sherman, TX 75090: Relocate before starting work (Required)

Work Location: In person