We Are Hiring at TK Insurance!

Property & Casualty Insurance License Required

Salary Expectations Commensurate with Experience

• Potential for Advancement

• Performance-Based Bonus Opportunities

• Full Time: Monday - Friday; 8am-5pm; 1 hour lunch

• Paid Time Off 

Position Overview 

We are committed to providing exceptional customer service and with that, we are adding a support team member to our growing insurance agency. This role will be responsible for processing new business leads and existing business service requests - designed to support our existing Insurance Advisors; this role will not be responsible for bringing in new business. The ideal candidate will be highly organized, work well in a fast-paced, collaborative environment, have a proactive work ethic and be able to provide excellent customer service. 

Essential Responsibilities:

Duties and responsibilities can change or expand at any time.

• Develop complete client profiles and applications for new and renewal business, under the direction of Agency Management
• Use a client-focused, needs-based review process to identify client needs and educate clients about their specific insurance options
• Design a unique insurance and risk management plan for clients that aligns with their specific needs, as assigned and directed by Agency Management
• Establish rapport to build, expand and solidify customer relationships
• Provide prompt, accurate, and friendly customer service when responding to requests from clients and insurance carriers
• Requests can include responding to inquiries regarding insurance availability, account summaries, coverage explanations, eligibility, policy changes, transfers, claim submissions, billing clarification, etc.
• Maintain day to day client and agency files with proper records, according to company procedures, in order to satisfy internal and external auditing requirements
• Have superior product knowledge and be familiar with the specific products offered by the Agency's carriers
• Manage workflow and adjust priorities as necessary
• Maintain a strong work ethic with a total commitment to success each and every day

Qualifications/Requirements:

To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily as well as possess the following characteristics:

• Excellent interpersonal skills 
• Have a Learning/Growth Mindset
• Excellent communication skills - written, verbal and listening 
• Proficient with MS Office and Google Applications
• Enthusiastic about the role insurance products play in helping people manage the risks of everyday life and recover from the unexpected
• People-oriented
• Exceptional organizational skills/Detail oriented
• Ability to maintain a high level of confidentiality 
• Self-motivated
• Proactive in problem solving 
• Dedicated to customer service 
• Ability to work in a team environment 
• Ability to efficiently multi-task 
• Ability to effectively relate to a customer 
• Valid Property and Casualty license (must have currently)
• Company reimbursement for CE