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Agency Administrator/Manager

Company: Nixon Insurance Agency
Location: Peoria
Posted on: August 5, 2022

Job Description:

Job DescriptionThis position is a mixture of administrative assistant, accountant, and agency manager. The applicant will be involved in the following: answering phones, opening and distributing mail, taking customer payments, supplies ordering, social media marketing, agency commission invoicing, agency commission reconciliations, bank statement reconciliations, mailing late letters to personal lines customers, (possibly) sales, etc. If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Peoria insurance agency today! Our reputable insurance agency is looking for an exceptional individual to join our team. At Nixon Insurance Agency we pride ourselves on our outstanding insurance products and customer service. This position supports that focus.

Benefits

Salary ($35,000-45,000 base salary depending on experience)Commission for Sales Made or ReferredBonus OpportunitiesPaid Time Off (PTO)Paid HolidaysGroup Health InsuranceGroup Dental Insurance AvailableRetirement Plan after 1 Year of Service

Responsibilities

  • Unlock and lock front door.
  • Open mail.
  • Answer and direct agency phone calls.
  • Manage and distribute agency email inbox.
  • Maintain and order office supplies.
  • Prepare and pay agency bills.
  • Social media marketing.
  • Take cash deposits to bank.
  • Prepare and mail marketing letters.
  • Learn and navigate AMS360.
    • Perform agency daily process.
    • Create daily download report.
    • Complete personal lines direct bill invoicing.
    • Create and mail late and cancellation letters for personal lines customers.
    • Mail out marketing letters when needed.
    • Collect and log customer payments.
    • Complete evidence of insurance requests as needed.
    • Reconcile direct bill commissions on a monthly basis.
    • Prepare and pay agency bill premium to insurance companies on a monthly basis.
    • Reconcile bank statements on a monthly basis.
    • Log any and all activity as required under appropriate customer, company, or vendor.
    • Learn and navigate insurance company websites.
      • Process customer payments on websites.
      • Complete evidence of insurance requests as needed.
      • Quote and solicit new business via networking, referrals, and other lead sources as an additional income stream to you if desired, but must be licensed.
      • Maintain knowledge of new products.
      • Thoroughly understand and follow all underwriting, rating and compliance requirements.
      • Develop insurance quotes, makes sales presentations, and close sales.
      • Complete new business applications.
      • Document each customer contact in agency management system (AMS360).
      • Provide exceptional customer service.
      • Provides on-going support to insurance clients as needed.

        Requirements

        • Be able to obtain or currently possess a Property & Casualty insurance license.
        • Prior accounting experience recommended.
        • Knowledge of sales and marketing principles and strategies.
        • Strong work ethic and leadership skills.
        • Proficiency to multi-task, follow-thru and follow-up.
        • Excellent Communication/interpersonal skills.
        • Confident, self-starter who works well independently.
        • Must be highly self-motivated.
        • Career minded vision
        • Good Business Writing and Editing Skills.
        • Good Customer Service Skills.
        • Problem-Solving Capabilities.
        • Minimum education: Associate's degree preferred

Keywords: Nixon Insurance Agency, Peoria , Agency Administrator/Manager, Executive , Peoria, Illinois

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