Job Summary :
Agent must have experience quoting and selling the following products :
- Personal auto, commercial auto, workers' compensation, statutory disability general liability, etc.
Qualification :
Candidates for this position should have a minimum of one year of experience in Property and Casualty Insurance sales.The candidate must hold a valid license to sell insurance in the state of New York.We can assist with transferring licenses from other states. ( Willing to help right candidate obtain P&C License)Knowledge, Skills and abilities required :
Bilingual- Fluent in English and Spanish - a Must.Excellent records and file management skills.Proficiency in using Microsoft Word, Gmail and Adobe Professional.Ability to provide excellent customer service in person and on the phone.Ability to handle multiple tasks and frequent interruptions.Ability to handle stressful situations with calmness and courtesy.Ability to communicate effectively, both orally and in writing.Normal office environment or working conditions.Major Responsibilities :
Customer Service :
Acts as a liaison between insured(s) and insurance companies as applicable.Provides insured(s), with timely and periodic status updates of their insurance application / policy.Establish, maintain, and update files, databases, records, and / or other documents for recurring internal reports.File System Management :
Compiles documents files and enters information into the office data management system.Assure that all insured's files are complete and in compliance with regulatory agencies and internal policies.Administrative Support :
Process the documents received for each file.Verify the accuracy and completeness of each document.Other duties as assigned.Full time Monday to Friday 9 : 00 am to 5 : 30 p.m.