Employment Opportunities:

Personal & Commercial Lines Agent:

Duties

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects; agency provides new and existing prospects.
  • Determines clients' particular needs and financial situations and extent of present coverage and ascertains long-term goals.
  • Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by planning future follow-up visits and evaluations of needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Skills and Qualifications:

  • Prospecting Skills, Meeting Sales Goals

  • Motivation for Sales

  • Selling to Customer Needs

  • Client Relationships

  • People Skills

  • Product Knowledge

  • General Math Skills & Statistical Analysis

  • Organization & Dependability

Submit resume by email to: michelle@waterman-neely.com




Office Assistant/Reception:

Tasks

  • Answer 4 Incoming Lines
  • Gather Information from Potential Clients
  • Input Data into Database & Rating Software
  • Greet Clients
  • Postage & Process Mail
  • Filing -- New Business, Cancels, Annual Update
  • Make Follow Up Phone Calls (Change Forms)

 

  • CARE Reviews Client Appointment (Email, Phone Call, Mail to set up appt. with current clients for CARE Reviews annually)
  • Complete Company New Business Packets
  • Complete New Client Business Packets
  • Scanning
  • Process Miscellaneous Correspondence
  • Track Annual Policy In Force Counts

 

  • Empty Trash 1 x week
  • Keep breakroom/kitchen area tidy
  • Postage Meter Refill
  • Copier Count Reporting
  • Misc Phone Calls – Affordable Shred, Landlord, etc.
  • Print Misc Reports
  • Additional General Office Tasks

Job Specifics:

  • Hours: 9a – 3p, Mon – Thursday or 10a – 4p or 8a – 2p

  • Pay: $10 - $11 per hour

  • Benefits: Flexible Schedule, Retirement Contribution

Submit resume by email to: michelle@waterman-neely.com