Insurance Secretary
LuxurySold.com at KW
San Diego, CA US
Posted ago
LuxurySold.com at KW

We're looking for an insurance office assistant to help our insurance agent team! You’ll answer phone calls and emails, schedule appointments, and direct inquiries to the right person to make sure we deliver the best possible client service. You’ll also keep our office organized by filing paperwork and keeping track of expenses. Applicants should have excellent organizational skills and come to work every day with a can-do, problem-solving attitude. Does this sound like a job you’ll love? If so, apply today!

  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within the office

Responsibilities
  • Answer phone calls and emails from customers promptly and direct inquiries to the appropriate department to ensure client satisfaction
  • File paperwork and distribute mail to ensure our office runs smoothly
  • Schedule appointments, events, and travel arrangements for the company
  • Keep track of office expenses and perform basic bookkeeping duties to ensure we stay within the budget
  • Update our database regularly to make sure we have current customer information readily available

  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within the office


Qualifications
  • Must have high school diploma or GED, some college experience preferred
  • Proficient data entry skills
  • Solid computer skills, including basic word-processing and Microsoft Excel
  • 2+ years work experience in administrative support, customer service, or insurance industry is preferred
  • Has a history of superb problem-solving skills, organizational skills, and communication skills, both written and verbal

  • Ability to multi-task
  • Ability to effectively relate to a customer
  • Vaccinated against Covid-19 (must show proof)
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)

Compensation
$33,000 + bonus
About LuxurySold.com at KW

We are a local team partnering with a top producing team in San Diego. We have systems in place, a database, and leads. We have a hard-working and team-oriented atmosphere backed by the biggest real estate brokerage in the world. Investment properties, multi-units, probate and trusts, and development opportunities are some of our key areas of focus in San Diego.


We look forward to seeing if you are a win-win with our team!

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