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Agent Assistant

COUNTRY Financial - Jake Clermont Agency
Job Description
Position Type:                                  Full-Time
Schedule:                                        M-F 8am-5pm
Company Type:                                Insurance and Financial Services
Summary of product offerings:           Home, auto, business, and life insurance, retirement and investment accounts,                                                        and annuities                            
Skills needed:                                  Excellent people skills, organization, attention to detail, proficiency in                                                        computer-use
Preferred Not Required:                     Licensed in Property and Casualty Insurance
Compensation:                                 Depends on experience and qualifications 
Job Duties:                         
  • Maintaining a clean, organized, professional-looking office
  • Answering the phones:  Answering client questions, making policy/account changes/updates, document requests, billing questions, policy questions, etc.
  • Following up with clients to obtain required info and documentation
  • Calling current clients to schedule appointments to review their policies and accounts
  • Documenting all customer contact and scheduling future contact
  • Quoting and submitting new Property/Casualty policies to underwriting
  • Working with underwriting, the billing department, customer service, and various areas of support to help solve client issues/needs
  • Filing, mailing, processing client payments, ordering marketing materials and office supplies, preparing materials for client appointments, etc.
  • Other duties to be assigned as needed
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