Position Summary: Provides administrative support to the agency, producers, real estate agents and accounting functions.  Builds relationships and ensures customer satisfaction for insurance and real estate customers. 

Supervisory Authority:  None

Working Relationships - Internal:  Works directly with the insurance, real estate staff, and the accounting department.  Works closely with other departments in obtaining and supplying information.

Working Relationships - External:  Serves as a contact with customers by telephone and in person. Works with insurance company personnel and underwriters, claims representatives and adjusters as well as real estate agents and brokers.

MAJOR DUTIES - ESSENTIAL

1. Promotes a favorable image of the organization in all business activities within the targeted markets.


2. Provides a variety of insurance support activities including but not limited to:
   
   
   
   1. Prepares quotes and completes applications for personal lines insurance products.
   
   
   2. Prepares reports, claim forms, policy cancellations and endorsement requests utilizing the computer management system.
   
   
   3. Maintains the Agency’s tickler system.
   
   
   4. Completes renewal applications.
   
   
   5. Maintains the Agency’s files and records. Performs file maintenance within the computer management system.
   
   
   6. Uses Agency Management system with proficiency and assists agency producers with inputting information in the system.
   
   
   7. Serve as a back-up to the claims representative with timely follow-up on claims and customer inquiries.
   
   
   
   


3. Prepares reports and supports the tasks of the insurance and real estate accounting department.


4. Answers and routes incoming telephone calls. Maintains appointment schedules for the agents.


5. Demonstrates outstanding customer service.
   
   
   
   1. Effectively helps customers achieve their goals by providing customer service that models integrity, flexibility, helpfulness, proficiency, and commitment.
   
   
   2. Greets visitors to the office, identify their needs and direct them to appropriate area.
   
   
   3. Builds relationships, ensures customer satisfaction, and timely follow-up.
   
   
   
   


6. Maintains the security and confidentiality of customer information.                                          


7. Ensure operational integrity through compliance with all policies, procedures, and regulations.


8. Be actively engaged in the development and implementation of annual team strategic plans.


9. Periodically called upon to assist in various locations.


10. Every effort has been made to identify the essential functions of this position.  However, it in no way states or implies that these are the only duties you will be required to perform.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.