Insurance Processor
Chris Castanza Insurance Agency
Lees Summit, MO US
Posted ago
Chris Castanza Insurance Agency
Break into the stable, promising, and rewarding insurance industry as a detail-oriented insurance policy processor! Our team members are looking for a reliable business administration or customer service representative who is eager to complete job duties that include facilitating insurance policy changes, customer data entry, policy cancelations, and more. This opportunity requires regular communication with insurance carriers, insurance agents, and policyholders, alike, to ensure the accuracy of insurance company records. The ideal candidate has equal parts communication and computer system prowess. Kickstart your career by applying to become our next insurance policy processor today!
  • Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
  • Issue and calculate refunds, premiums, policy adjustments, and more
  • Deliver an optimal level of customer service in accordance with company policy when corresponding with existing and prospective clients
  • Collaborate with policyholders, team members, and insurance agents to accurately modify, update, and process policies
  • Manage accurate client records through diligent data entry and recordkeeping

  • Prospect for new clients
  • Set/Transfer appointments
  • Handle objections
  • Required to get licensed within the first 30 days of hire. We will provide material

  • Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems needed
  • High school diploma required; bachelor’s degree in business administration or related field preferred
  • Strong analytical, interpersonal, and communication skills are required; customer service representative experience is a plus
  • Working knowledge of insurance carriers, insurance policies, and insurance processing is beneficial
  • Data entry, recordkeeping, insurance policy processing computer systems experience is a plus

  • Able to pivot quickly
  • Solutions-oriented
  • Humble and coachable attitude
  • High school diploma, G.E.D. or equivalent
  • Must be able to pass a background check
  • Get Insurance License and once licensed, sell your appointments

$40,000 - $60,000+
About Chris Castanza Insurance Agency

At the Chris Castanza Insurance Agency, we are looking for someone who enjoys helping others, likes to talk to people, is friendly and high-energy - Someone who wants to make a difference in our city.

Chris Castanza leads one of the fastest growing insurance agencies in the country. He was nominated for Personal Lines Agent of the Year twice. His agency is well known for its team approach to business. Chris is a highly sought-after speaker and trainer on accelerating growth in agencies across the nation. His practical and motivational style balances education with enlightening stories. Chris has coached teams and small businesses across the country with a focus on elevating the vision of the organization, developing the talent within teams, and creating frameworks for perpetual success.

Find his book on Amazon: 'The Great Game of Insurance.'

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