The Office Manager at the Tomaski Agency, Inc. that is responsible for assisting in the daily operations of the office, interacting with customers, other businesses, and fellow employees in a professional manner while conducting clerical duties, sales and marketing activities. This is a full-time position, Monday through Friday, 8am – 5pm.
Benefit Package and/or Perks may include a combination of the following:
- Competitive Pay
- On the job training, continuous education or tuition reimbursement
- Paid Vacation (after a probationary period)
- Flexible Schedule (after a probationary period)
- Commission and/or bonuses
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
- Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
- Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Hold (or have the ability to obtain one) an active insurance license, required by the state of Michigan. Training is provided to obtain this license.
- Demonstrated ability or comparable work experience in a customer service role.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Exhibit strong computer skills in using the Microsoft Office Suite. Preferably have experience in Salesforce, Guidewire, Garvin Allen, and FBCares programs or the ability to learn.
- Ability to prioritize and possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency.
