PERSONAL ASSISTANT TO SUPPORT EXPANDING INSURANCE AGENCY/TEAM

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RESPONSIBILITIES INCLUDE:

• Creating/organizing marketing materials including editing & proof reading

• Maintaining/placing/managing marketing materials 

• Inputting/maintaining advertisements & marketing on website and partner sites

• Researching and finding marketing opportunities in the local community

• Maintaining/researching/editing website

• Maintaining & managing office supplies/inventory

• Maintaining/organizing client files

• Calling clients to set appointments for agent (warm leads)

• Acting as liaison with underwriting to insure client satisfaction

• Act as liaison with other outside vendors (website, email, promo vendors & other suppliers)

• Acting as liaison with manager/regional/corporate for various needs

• Organizing & completing mailings (including setting up mail merges heavy excel/word use)

• Researching projects (yearly mailing/website & email systems/testimonials)

• Researching client questions (claims, quotes, coverage, etc.)

• Other insurance errands

• Other data entry/database maintenance

• 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!

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HOURS: Daytime Hours that are flexible. Start part-time, eventually leading into full time based on your ability to complete required learning courses.

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PAY: Base Salary plus Bonus

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* Any applicant applying for this job must be willing to obtain a property and casualty insurance agent license.

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