About us
Ryan Whiteman/Josh Jackson Country Financial is a an Insurance and Financial office in Moline, IL. We are professional, agile and our goal is to help enrich the lives of the people in our community with great service and growth.
Duties and Responsibilities:
- Schedule Insurance and Financial annual Check ins.
- Schedule/Reschedule appointments for clients and prospects
- Provide insurance applications and other paperwork to clients for signature
- Handle customer service needs
- Handle and document client service issues
- Accept client payments and assist with billing issues
- Work with Home Office to discuss client policy changes
- Faxing, filing, mailing, copying, scanning, document shredding
- Maintain supplies of postage, office supplies and sales brochures
- Assist with office cleaning as needed
- Follow up with newly on boarded clients to insure they have everything they need
Preferred Skills and Qualifications:
- Excellent oral, written, and telephone skills
- Detail oriented and highly organized
- Strong personal computing skills including a working knowledge of Microsoft
products: Outlook, Excel, Word, and Access.
- Must be able to work with a wide variety of clients and agency personnel
Job Type: Full-time
Pay: $38,000.00 - $41,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Schedule:
Experience:
- Microsoft Excel: 1 year (Preferred)
- Microsoft Powerpoint: 1 year (Preferred)
Ability to Commute:
- Moline, IL 61265 (Required)
Ability to Relocate:
- Moline, IL 61265: Relocate before starting work (Required)
Work Location: In person