Budget Insurance Front Desk/ Receptionist Position Description
Budget Insurance General Information:
- Small, locally owned office
- The combination of continually changing carrier guidelines, pricing formulas, marketplace changes, changing (and use of multiple) computer systems; combined with the uniqueness of each client’s needs and circumstances creates a very dynamic and challenging work environment/experience.
Typical Front Desk Activities/Tasks:
- Greet callers and visitors in a professional and client-focused manner
- Take payments
- Provide answers to quick questions
- Print out (or email) insurance cards and other documents requested by clients.
- Process mail, email, etc.
- Provide clerical and other assistance to other staff members.
Expectations after several months on the job:
- Resolve billing issues
- Sort through and complete mortgagee/lienholder needs/requests pertaining to personal policies
- Effectively shield calls
- Prequalify quote requests
- Gather necessary information needed up front for quote requests
- Have both a personal lines license
Qualifications & Desired Qualities:
- Able to maintain self-control and in control of emotions when working with clients who are rude, disrespectful, dishonest, and/or disorganized.
- Able to maintain self-control and in control of emotions when working with computer systems that are malfunctioning and policy guidelines/pricing that seem unreasonable.
- Possess an Iowa personal lines insurance license and commercial lines license
- Have some customer service or sales related experience (does not need to be insurance related)
- Humble, Smart, and Loyal
- Detailed
- Flexible-type personality
- Able to get along with other team members
- Fast typist
- Trustworthy with cash in his or her possession.
- Able to adapt to changes in workflow and computer systems
- Able to communicate well and relate to people of all nationalities, races, ages, and socioeconomic groups.
- Ability to multi-task and work with multiple computer applications at once with high levels of accuracy.
Other Notes:
- You will have to agree to a non-compete.
- There is no ownership of renewals or any entitlement to any renewals or commissions.
- There may also be other career opportunities available in our organization in the future. We typically promote from within.
To Apply:
- Please submit a resume and references to:
Carlos Palacios
Cpalacios@Budget-ins.com
515-277-1313
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Schedule:
People with a criminal record are encouraged to apply
Ability to Relocate:
- Des Moines, IA 50310: Relocate before starting work (Required)
Work Location: In person