

Personal Assistant *now accepting applications
PERSONAL ASSISTANT TO SUPPORT EXPANDING INSURANCE AGENCY/TEAM
RESPONSIBILITIES INCLUDE:
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Creating/organizing marketing materials including editing & proof reading
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Maintaining/placing/managing marketing materials
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Inputting/maintaining advertisements & marketing on website and partner sites
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Researching and finding marketing opportunities in the local community
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Maintaining/researching/editing website
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Maintaining & managing office supplies/inventory
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Maintaining/organizing client files
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Calling clients to set appointments for agent (warm leads)
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Acting as liaison with underwriting to insure client satisfaction
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Act as liaison with other outside vendors (website, email, promo vendors & other suppliers)
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Acting as liaison with manager/regional/corporate for various needs
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Organizing & completing mailings (including setting up mail merges heavy excel/word use)
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Researching projects (yearly mailing/website & email systems/testimonials)
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Researching client questions (claims, quotes, coverage, etc.)
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Other insurance errands
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Other data entry/database maintenance
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Telemarketing to small businesses
EXPERIENCE: Marketing/mailings, internet research/savvy, graphic design, heavy mobile & technology user, insurance experience (salesperson or assistant) a plus!
DESIRED SKILLS –
SOFTWARE & TECHNOLOGY: Mastery Microsoft Office applications – Word, Excel,PowerPoint; heavy email & Internet user; computer/technology savvy – computers, printers, faxes, scanners, digital cameras.
Great knowledge and or mastery of publishing/graphic design software – Microsoft Publisher; Adobe Illustrator; Adobe Photoshop
PERSONAL TRAITS: Ability to work independently & proactively with desire to learn about the business; takes ownership of each task/responsibility. No need for direction. Self-starter! Motivated! Energetic! Passion for Insurance a bonus!
HOURS: Daytime Hours that are flexible. Start part-time, eventually leading into full time based on your ability to complete required learning courses.
PAY: Base Salary plus Bonus
* Any applicant applying for this job must be willing to obtain a property and casualty insurance agent license.