Insurance Office Assistant

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Bonus based on performance

About the Role:
We are seeking a motivated and organized individual to join our team as an Insurance Office Assistant at McDaniel Insurance in Shelbyville, KY. This is an exciting opportunity to work in a fast-paced and dynamic environment, providing essential support to our staff and ensuring the smooth operation of our office.

Responsibilities:

• Answer inbound calls from current customers, prospective customers, insurance carriers, and other business contacts in a friendly and professional manner.
• Make outbound calls to current customers and prospective customers for follow-ups, appointment scheduling, information gathering, and other agency-approved purposes.
• Contact prospective customers and leads to introduce the agency, determine their insurance needs, and schedule appointments or connect them with a licensed insurance agent.
• Conduct customer follow-up calls regarding renewals, policy reviews, missing information, documents, signatures, payments, and other service needs.
• Maintain accurate records of inbound and outbound calls, conversations, follow-up activities, and outcomes in the agency management system.
• Follow established agency procedures and applicable calling, privacy, and insurance regulations when communicating with customers and prospects.
• Greet clients who visit the office in a friendly, professional manner.
• Respond to general client questions and direct insurance-related questions to the appropriate licensed team member.
• Schedule appointments and assist with managing the agency calendar.
• Process incoming and outgoing mail, email, documents, and correspondence.
• Scan, upload, organize, and maintain client documents and electronic files.
• Assist with collecting information and documentation needed for policy servicing and quoting.
• Assist with policy-related administrative tasks, including renewals, cancellations, endorsements, and new-business paperwork, as permitted.
• Enter and update client and prospect information accurately in the agency management system and carrier systems.
• Help maintain organized client records and ensure documentation is completed accurately.
• Assist with billing inquiries and direct clients to the appropriate agent, carrier, or billing department when necessary.
• Help prepare letters, forms, reports, and other office documents.
• Support agents and other team members with daily administrative needs.

Requirements:

• Excellent communication and customer service skills
• Proficiency in Microsoft Office and basic office equipment
• Ability to multitask and prioritize tasks effectively
• Previous experience in an office or administrative role is preferred
• High school diploma or equivalent
• Within 60 days of hiring, will need to get P&C insurance license

About Us:
McDaniel Insurance Agency has been serving the Shelbyville Kentucky community, surrounding counties and other states for 13 years, providing personalized insurance solutions to meet our clients' needs. Our team is dedicated to delivering exceptional service and building long-lasting relationships with our customers. We offer a supportive and collaborative work environment, with opportunities for growth and development.