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Personal Lines Insurance Account Executive

Personal Lines Insurance Account Executive

MICHELI & ASSOCIATES INCMurrieta, CA, US
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Job Description

Job Description

Benefits :

  • Competitive salary
  • Flexible schedule
  • Training & development

Below breaks down the job in fun business talk. But here's whats up. Looking to hire up to 4 Assistants to add to our already 12 we have. We have 15 agents, and this has been the busiest time we have ever seen in this industry. Next year is going to be even busier, and we need to be ready for it. Our assistants make about a 7-10% raise every ear, on top of the ability to help their own friends and family, and get compensated for that.

Looking to hire as many as we can by the end of the year, start date early January.

About Us : At Steele Insurance Agency, we pride ourselves on offering tailored insurance solutions and exceptional customer service. Were a forward-thinking insurance agency dedicated to providing personalized insurance experiences to our clients in sunny California. Our team is growing, and were looking for a dynamic and detail-oriented Personal Lines Insurance Assistant to join us.

Job Description : As a Personal Lines Insurance Assistant, you'll play a crucial role in supporting our team and ensuring our clients receive top-notch service. Youll assist with policy administration, client communications, and various office tasks, all while contributing to a positive and collaborative work environment.

Key Responsibilities :

  • Assist in processing new insurance applications and renewals.
  • Support clients with policy inquiries, changes, and claims.
  • Maintain accurate records and client files.
  • Coordinate with insurance carriers and underwriters to facilitate policy updates.
  • Provide administrative support to the team, including scheduling and organizing client meetings.
  • Handle correspondence and follow-up tasks in a timely manner.

    • Qualifications :

  • Strong organizational skills with attention to detail.
  • Excellent communication and customer service skills.
  • Proficiency in Microsoft Office Suite and familiarity with insurance management software.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • A positive attitude and a willingness to learn and grow with our team.

    • Why Join Us?

  • Growth Opportunities : We support professional development and offer opportunities for career advancement.
  • Competitive Compensation : We offer a competitive salary and benefits package.
  • Fun work enviornment : Full of like minded individuals who want to work hard, and laugh and conversate with others in the office

    • Join us at Steele Insurance Agency and help us make insurance easier and more accessible for everyone!

    Flexible work from home options available.

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    Personal Lines Account Executive • Murrieta, CA, US