Insurance Agent Assistant

To apply for this position,?go to our website Ohnward Bancshares, Inc.?  

www.ohnward.com 

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POSITION SUMMARY                                                                                                                                    

This position is responsible for providing excellent customer service to customers and prospects.   Develop a good understanding of the products OIG offers.  Identify cross-selling opportunities when talking to customers.   Process insurance documentation to ensure all documents are complete and accurate.

KEY ORGANIZATIONAL RELATIONSHIPS                                                                                                      

• Reports to Ohnward Insurance Group Manager
• Works closely with OIG team and customers.

DUTIES AND RESPONSIBILITIES                                                                                                                    

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Greets and welcomes guests and clients.  
• Answering the phones, screening and forwarding incoming phone calls or redirect as appropriate.
• Receiving and sorting the daily mail.
• Update appointment calendars and schedule meetings/appointments.
• Perform other clerical duties such as electronic filing, photocopying, preparing insurance documents.
• Provide excellent customer service for clients and prospects.
• Process and review insurance documentation to ensure all documents are complete and accurate.
• Communicate with our contracted insurance companies to investigate and effectively solve everyday issues.
• Work as a liaison between team members to ensure the proper flow of requests and documents.
• Make insurance changes as requested by customer or agent.
• Develop an understanding of the quoting process and become efficient in quoting insurance products.
• Process payments for customers.
• Gain in-depth and thorough understanding of Property and Casualty insurance.
• Identify cross-selling opportunities when talking to customers. 
• File and maintain customer insurance files.  The information is personal and confidential. 
• Personal information of customers and clients to be treated as confidential and not shared.
• Professionally assist the team with preparation and finalization of documents.
• Continually update job knowledge and learn about new products and services.
• Serve as a back-up for other jobs as necessary.
• Performs other duties as assigned.

SKILLS AND ABILITIES                                                                                                                                    

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Excellent client relationship skills, friendly attitude, communication, and interpersonal skills
• Detail-oriented.  Must be organized, accurate, thorough, and able to monitor work for quality.
• Basic working knowledge of insurance.
• Must be able to prioritize and plan work activities as to use time efficiently. 
• Must be dependable, able to follow instructions, respond to management direction.
• Ability to obtain Property and Casualty Insurance License.

EDUCATION AND EXPERIENCE                                                                                                                     

• Associate’s degree; 2-4 years’ experience and/or training; or equivalent combination of education and experience.
• Basic computer knowledge and ability to navigate company websites.
• Familiarity with client data management systems.
• Ability to obtain Property and Casualty Insurance License.

BENEFITS: 

Stakeholder Bonus 

Health Insurance 

Dental Insurance 

Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution 

10 Observed Holidays 

PTO 

Group Term Life provided 

Short Term Disability - 100% provided by company 

Long Term Disability 

Maternity/Paternity Leave – 100% of pay 

Community Involvement 

Pay-It-Ohnward – Company Giving Program 

Grilling for Charity – Community Donations 

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To apply for this position,?go to our website Ohnward Bancshares, Inc.?  

www.ohnward.com 

• About Us 

• Careers 

• Apply Now  

Equal Opportunity Employer