Administrative Assistant-Insurance Sales-Clark Agency-Symmetry Financial - Symmetry Financial - Clark Agency
Lansing, MI
About the Job
The Clark Agency of Symmetry Financial is looking for an administrative assistant to join our team. This person will work to support the daily operations of the agency.
The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in both written and verbal communications.
Responsibilities:
Summarize and keep updated a document tracking 2 year policy anniversaries (for CONVERSIONS).
Send weekly reminders to agents of their progress toward the following
⦁ Promotions
⦁ Slingshot
⦁ Seasoned New Agent
Summarize and Post Weekly to Groupme recognition slides for:
⦁ 1st application written
⦁ Agents passing state exam
⦁ Leaderboards
⦁ Most dials
⦁ Seasoned New Agent, Promotions, Slingshot
Daily check on status of pending applications
⦁ Summarize and track actions to get policies approved . Understand what is needed and how information is to be communicated back to the insurance carrier (phone if must, email, fax etc...)
Call clients to confirm appointments.
Update database regularly to make sure we have current customer information readily available.
Send virtual cards celebrating or acknowledging agent or customer events including but not limited to:
⦁ Agent birthdays
⦁ Agent 30 day, 90 day, annual anniversaries with Symmetry
⦁ Client birthdays
⦁ Client annual policy anniversaries
⦁ Client Debt Free Life debt pay dates
Post in GroupMe the Group events and planned meetings and additioanl information a directed
Adapt to the team needs and assist with other projects as needed
Insurance Office Assistant qualifications
⦁ High school diploma or GED required, Associate’s Degree in business administration or related field preferred
⦁ 2 years work experience in administrative support, customer service, or insurance industry is preferred
⦁ Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
⦁ Proficient data entry skills
⦁ Strong computer skills, including the ability to use spreadsheet and standard word-processing programs
Insurance Office Assistant compensation
$15.60 / hour (1hr/day with increasing hours depending on workload and demonstrated proficiency)
IF YOU ARE INTERESTED, COMPLETE AN APPLICATION AND PROVIDE A RESUME. We wil contact you after review of your information.
Send weekly reminders to agents of their progress toward the following
⦁ Promotions
⦁ Slingshot
⦁ Seasoned New Agent
Summarize and Post Weekly to Groupme recognition slides for:
⦁ 1st application written
⦁ Agents passing state exam
⦁ Leaderboards
⦁ Most dials
⦁ Seasoned New Agent, Promotions, Slingshot
Daily check on status of pending applications
⦁ Summarize and track actions to get policies approved . Understand what is needed and how information is to be communicated back to the insurance carrier (phone if must, email, fax etc...)
Call clients to confirm appointments.
Update database regularly to make sure we have current customer information readily available.
Send virtual cards celebrating or acknowledging agent or customer events including but not limited to:
⦁ Agent birthdays
⦁ Agent 30 day, 90 day, annual anniversaries with Symmetry
⦁ Client birthdays
⦁ Client annual policy anniversaries
⦁ Client Debt Free Life debt pay dates
Post in GroupMe the Group events and planned meetings and additioanl information a directed
Adapt to the team needs and assist with other projects as needed
Insurance Office Assistant qualifications
⦁ High school diploma or GED required, Associate’s Degree in business administration or related field preferred
⦁ 2 years work experience in administrative support, customer service, or insurance industry is preferred
⦁ Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
⦁ Proficient data entry skills
⦁ Strong computer skills, including the ability to use spreadsheet and standard word-processing programs
Insurance Office Assistant compensation
$15.60 / hour (1hr/day with increasing hours depending on workload and demonstrated proficiency)
IF YOU ARE INTERESTED, COMPLETE AN APPLICATION AND PROVIDE A RESUME. We wil contact you after review of your information.
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Source : Symmetry Financial - Clark Agency