Jason Street - Allegiance Insurance
Insurance CRM Office Admin
Full Time • Fairfield
Responsive recruiter
Replies within 24 hours
Benefits:
- Growth Opportunity
- Competitive salary
- Training & development
JOB SUMMARY:
The Insurance CRM Manager's primary focus will be responsible for managing the agency's CRM system, AMS 360, as well as data entry, gathering customer's information and filing. They will also assist producers when needed.
PRIMARY RESPONSIBILITIES AND DUTIES:
The Insurance CRM Manager's primary focus will be responsible for managing the agency's CRM system, AMS 360, as well as data entry, gathering customer's information and filing. They will also assist producers when needed.
PRIMARY RESPONSIBILITIES AND DUTIES:
- Process and review insurance documentation and ensure all documents are complete.
- Take payments from customers and process them.
- Managing CRM system with client information.
- Manage AgencyZoom to ensure the producers enter in all their premium sales into the system.
- Manage QuickBooks to ensure the Agency's Bank Reconciliations are done on a monthly basis.
- Maintain office supply inventory.
- Serve as a back-up for other jobs as necessary.
- File and maintain customer insurance files. This information is personal and confidential.
- Creates and maintains client or prospect lists.
- Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business
- Completes and submits applications and related documentation to appropriate insurance markets.
- Prepares, requests, and sends binders to insureds.
- Entering customer information into CRM system (AMS 360).
- Uploading documents and note taking in CRM for future reference.
- Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.
- Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully.
- Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
- Review appropriate policy change requests and other account activity.
- Documents automated file as appropriate.
- Accepts and handles any duties/prospects as assigned by agency management.
Personal and Organizational Development:
- Identifies training needs with assistance from managers.
- Ability to stay organized and handle multiple tasks.
- Willingness to learn from agency management
KNOWLEDGE, SKILLS, AND ABILITIES
- Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.
- Ability to navigate CRM systems (Previous CRM experience a plus).
- Ability to understand written and oral communication and to interpret abstract information.
- Ability to obtain licensing (Property and Casualty License) within the first 9-12 months of employment.
- Ability to generate new business sales, retain existing business, and to close sales in insurance.
- Ability to carry out complex tasks with concrete and abstract variables.
- Ability to utilize computer programs and understand functionality.
- AMS 360 experience a plus
Benefits:
- 401k with match
- Health benefits
- Flexible hours
- Salaried pay
- Growth opportunities
Join our team and contribute to our success in providing top-notch insurance services!
Compensation: $50,000.00 - $65,000.00 per year
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)