Address
Form of work
SalaryWho we are:
We are a small but growing Insurance Agency, focused on superior service and personalized attention! We are a woman-owned local business with a journey that began with a simple idea: to bring our clients the very best. From our founder to our front-line team, every effort is made with care and consideration.
Location: Mineola, NY In Office Position
20 - 25 hours a week
Experience: Entry Level
Responsibilities:
- Interact with clients and provide Customer Service support, answering inquiries, addressing customer concerns, and assisting with policy-related questions.
- Provide administrative support to insurance agents, including managing phone calls, scheduling appointments, and organizing paperwork.
- Assist with the processing of insurance policies, including reviewing applications, verifying policy information, and generating policy documents.
- Assist with preparing ID cards, Certificates of Insurance, Acord Applications, binders, and cancellations.
- Assist with insurance claims processing, including collecting relevant information, coordinating with adjusters, and assisting clients with claim forms and documentation.
- Conduct research and analysis on insurance products, market trends, and competitor information to support insurance agents in making informed recommendations.
- Maintain and update software systems used for client information, policies, and claims. Handle documentation and record-keeping tasks, including organizing and maintaining policy files, correspondence, and other important documents.
- Assist with ensuring compliance with industry regulations and internal policies and prepare documentation for audits or regulatory reviews.
- Collaborate with other team members to ensure smooth office operations and provide support as needed.
*Training provided*
Qualifications/Requirements:
- Prior experience in a Customer Service role, preferably in the insurance industry.
- Knowledge of insurance principles and policies (preferred).
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in using office software and databases.
- Ability to handle confidential information with professionalism and discretion. Ability to work independently and collaboratively in a team environment. Strong problem-solving and multitasking abilities.
- Bilingual applicant preferred
Compensation: $20-$25 per hour
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 – 25 per week
Experience level:
- No experience needed
Shift:
- Day shift
- Morning shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Ability to Relocate:
- Mineola, NY 11501: Relocate before starting work (Required)
Work Location: In person
