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UNITY PATH INSURANCE SERVICES

BILINGUAL OFFICE ASSISTANT Job at UNITY PATH INSURANCE SERVICES in Riverside

UNITY PATH INSURANCE SERVICES, Riverside, CA, United States, 92504

Job Description

Job Description
Benefits/Perks:
  • Earn as you Learn
  • Part time position transitioning to full time 
  • No Experience necessary


Job Description
Looking for an office office assistant to train and help get licensed to become an Insurance agent 
 

Responsibilities: 
  • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. 
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs. 
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
  • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
 
 Qualifications:
  • Must get licensed with in 90days of employement both in Property and Casualty and Life Insurance. 
  • Possess a valid driver’s license and a source of reliable transportation. 
  • Demonstrate desire to learn all the insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
  • Be hands on with computer softwares 
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.