What are the responsibilities and job description for the Office Assistant position at Van Tiem Insurance & Financial Srv. Inc?
Job Description
An Office Assistant helps our licensed Insurance Professionals provide seamless service to our clients. Permanent Assistant position available as well as opportunity to move up and become a Licensed Insurance Professional if desired.
An insurance professional is many things to many people but with our agency we see them as an educator and go getter that helps people make informed decisions that can protect and ultimately improve their lives. At a basic level they help customers with their existing polices but much deeper than that they an educator about how insurance works, they are a legal representative making sure the customer qualifies and issues the contract between customer and company, they are a counselor helping people through life™s highs and lows, and most importantly a trusted advisor helping people be prepared and protected for the future.
If you are a career minded individual that values striving for excellence and making a difference in the lives of others you™ve finally found the career you™ve been looking for.
Full Time Insurance Professional Benefits Include:
- Salary Starting at $30-$40k based on qualifications. Opportunity for individual and Group performance based rewards. Licensed staff has opportunity for up-to an additional $10,000-$20,000 per year.
- Paid Time Off
- Health Insurance
- Dental, Vision, Disability
- 401k
Benefits
Health Insurance
Paid Holidays
PTO
401k
Responsibilities
Main Responsibilities:
-Answer Incoming Calls
- Take Payments
- Make Changes to Existing Policies
- Transfer to Appropriate Claims Area
-Make Outgoing Calls
- Follow Up on Documents that need to be signed
- Confirm Changes are processed/give feedback on how it affects customer billing
-Ensure Customers are given proper service and advice
-Follow Up with customers after policies are issued or at renewal
Requirements
· *Phone Etiquette
- *Basic Computer Literacy
· *Outstanding Relationship Building/customer retention
· *Attention to detail
· *Problem Solve
· *Active Listening
· *Professional/Polite
· *Coachable
· *Desire to succeed
· *Pass Background Check
· *P&C License** - (We will help you obtain if you do not presently have this)
· **Per the State of Michigan, ''A primary mission of this agency is to protect the public from dishonest and untrustworthy persons and business entities. One way we do this is through the licensure process. A license is a privilege, not a right. To receive and maintain a license in Michigan, an insurance producer (commonly referred to as an insurance agent) must be at least 18 years old, must complete any pre-licensing and continuing education required by law, must successfully pass any examinations required by law, and must not have committed any of the 14 acts that are listed as causes for license denial or revocation in MCL 500.1239.'' Please review the state of Michigan's requirments to grant a license to ensure you are elligible: http://www.legislature.mi.gov/(S(np50dilmg5nojcfofm44y3h4))/mileg.aspx?page=getObject&objectName=mcl-500-1239
Salary : $40,000 - $60,000
