Insurance Administrative Assistant / Customer Service Representative - Concord Financial Alliance

About Us:

Are you looking for a fulfilling career in the insurance industry? Look no further than Concord Financial Alliance in Columbia, MO! We are a family-owned, full-service independent insurance agency, and we're on the lookout for talented individuals like you to join our team.

At Concord Financial Alliance, we offer a wide range of insurance options, including property-casualty, life, and investments. This means that as a part of our team, you'll have the opportunity to work across various lines of insurance, gaining valuable expertise and providing comprehensive solutions to our clients.

One of the things that sets us apart is our approach to management. We believe in giving our employees the autonomy they need to thrive. You won't find any micro-management here. Instead, you'll be given the trust and independence to excel in your role. We foster a relaxed atmosphere that encourages collaboration, creativity, and personal growth.

Convenience is a top priority for us. We understand the importance of work-life balance, which is why we provide free parking to all our employees. No more worrying about finding a spot or dealing with parking fees. We want to make your experience at Concord Financial Alliance as stress-free as possible.

If you're looking for a company that values personal and professional development, offers a wide range of insurance options, and provides a relaxed and supportive work environment, then Concord Financial Alliance is the place for you. Join our team and be a part of a family-owned agency that is committed to helping our clients protect what matters most.

Apply now and take the first step towards a rewarding career with Concord Financial Alliance!

Job Description:

Concord Financial Alliance is currently hiring for the position of Administrative Assistant/Customer Service Representative. In this role, you will play a vital part in driving our business growth by actively participating in meaningful discussions that add value to our client relationships. Your focus will be on delivering exceptional customer experiences that leave a lasting impression. If you possess the drive and possess outstanding customer service abilities, our office provides the ideal setting for your professional growth. Join us and seize this opportunity to excel! Take advantage of this incredible opportunity that promises a fulfilling career path with ample room for professional development. Don't let it slip away - make sure to seize the moment and submit your application today!

No prior experience in Property and Casualty insurance or possessing a license is necessary to apply for this opportunity. We are open to considering candidates from other industries who are interested in transitioning into a new career and are willing to learn.

Individuals are offered a base salary of $35,000 to $41,000 per year based on experience.

Salary Range: $33000.00 - $41000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Responsibilities

• Deliver exceptional customer service by prioritizing the needs and preferences of individuals and fostering loyalty and trust.
• Make outbound calls, schedule appointments, and issue insurance documentation.
• Gather and enter information on insurance premiums into the computer to provide accurate quotes to clients.
• Continue to recognize cross-selling and upselling opportunities.
• Contribute to maintaining accurate client records, addressing policy modifications promptly, facilitating secure payment transactions, and providing necessary documents for insurance coverage.
• Ensure customer satisfaction by responding to queries and promptly addressing and resolving problems.
• Handle confidential information with discretion and follow established protocols.

• Must have a high school diploma or equivalency. Associate degree/bachelor's degree is a BONUS
• 1+ years experience working in an office environment. Previous administrative assistant, receptionist, call center, or any related phone work
• Property and Casualty License NOT Required to apply. Must be willing to get licensed within 6 months of hire
• Prior insurance experience is a BONUS! Willing to train.
• Proficient in using technology and computer systems, including typing, data entry, and multi-line phone systems. Knowledge of Microsoft Office Suite and Agency Management Systems (AMS) is a BONUS!
• Open-minded with the ability to practice active listening to comprehend and process information. Work effectively to ensure teamwork/productivity.
• Ability to multitask, prioritize, and problem-solve with attention to detail, accuracy, and speed.
• Must have or be willing to obtain Insurance License within 6 months of hire.