Community Wealth Specialists an affiliate of Tri County Bank
Community Wealth Specialists, LLC has an opening for an Administrative Assistant/Sales Agent. This position assists the Insurance Manager with the day-to-day operations of the Agency, including staff and client workflow. Operates as a licensed P&C and Health & Life insurance agent working directly with customers regarding claims, endorsements and quoting process. Enter and continually update prospect and customer information on Eclipse software system.
RESPONSIBILITIES AND EXPECTATIONS
1. Enter and keep current information on Eclipse software system. This includes customer personal information and following up with agents on documents and any personal changes.
2. Enter policy details and billing in Eclipse, company commission and agent splits and ensure endorsements are correct. Enter and update claims and attach claim documents to the claim.
3. Bookkeeping duties including invoicing, processing checks and billing from policy documents and company commission statements.
4. Administrative assistant duties that include answering the phone, servicing walk-ins and scheduled appointments.
5. Assist the Insurance Manager with the day-to-day operations of the Agency.
6. Quote, submit applications-cost estimates for new and existing insurance clients on Eclipse or Insurance Company platform as required.
7. Maintains and services a portfolio of existing customers.
8. Ensures a high standard of customer service and an outstanding customer experience.
9. Cross-sell and upgrade accounts and actively seek referral business.
10. Works with the Insurance Manager on marketing and advertising. This includes radio ads, website, Facebook and newspaper.
11. Schedule and attend CWS weekly meetings & keep meeting minutes and update meeting materials
12. Works closely with the Insurance Manager and all Agency team members.
13. Other duties as may be assigned.
ROLE QUALIFICATIONS
Education
· Insurance license preferred
· Computer skills
· Bookkeeping and accounting skills
· Written and oral communication skills
· Interpersonal skills
· Bachelor’s degree preferred (Insurance and Risk Management/Finance or in relevant field) or relevant work experience
Experience
· Insurance sales and administrative experience
· Excellent organizational, communication (written and verbal) and management skills
Interested candidates should send a cover letter and resume to mstrope@tricountybank.com or mail to The Tri-County Bank, Attn: MaLaine Strope, HR Director; P.O. Box 119; O’Neill, NE 68763.