Join the Austin Taylor Insurance Agency Team.
An environment that fosters growth.
We are always looking for talented individuals with a strong desire to serve others and grow in their careers.
SUMMARY
This position is directly responsible for servicing and sales in the production of new and existing. Establishing relationships with professional referral sources and business owners in the community to drive sales. Leverage Professional relationship to drives sales and referral relationships. Provide prompt, efficient, friendly, high-quality service to clients. Communicate consistently and positively with clients to reinforce our “Client-First” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.
KNOWLEDGE, SKILLS AND ABILITIES
- Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook).
- Must be an assertive self-starter with the ability to influence others.
- Must excel at being client focused and able to work in a team-oriented environment.
- Should have demonstrated effective presentation skills through both verbal and written communications.
WORKING ENVIRONMENT
This job operates in an office setting. This position routinely uses standard office equipment such as computers, phone, copier, and cloud based databases.
ESSENTIAL FUNCTIONS
Typical duties and tasks depending on department assignment:
- Maintains digital files in an orderly, up-to-date manner
- Processes change requests for clients on the same day as requested
- Processes confirmed cancellations on the same day as requested
- Maintains working knowledge of all company change procedures
- Inputs late-payment notices direct notice of cancellations, and payment-received notices into the agency automation system
- Processes paperwork on the same day as requested
- Print proposals, policy notebooks, and other materials for client visits
- Runs carrier quotes for new potential groups
- Performs other functions as assigned by management
- Build and maintain relationships with referral sources and commercial business owners.
- Services and works to upsell current clients.
GENERAL
This job description is intended to describe the level of work required of the person performing the job.
Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s business needs.
This description is not intended as a contract and is subject to unilateral change and revision by management.
Any written contractual agreements will supersede this job description.
All requirements may be modified to reasonably accommodate physically or mentally challenged employees.
Application:
We are passionate about serving our clients, developing our team of professionals, and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.
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