Job Responsibilities
Inputing of insurance policies. Maintenance of office equipment.
Gathering information for weekly reports for Managing Director.
Incoming and outgoing postage. Entered payments from customers
into (AOC) Automatic Office Cashiering. Developed spreadsheet to
keep track of leads given to agents. Inputted current
applications in process, noted when requirements were completed.
When policies were received in the office, entered into policy
delivery journals. Mailed policies to insured's with cover letter
and return self-addressed envelope for return of policy delivery
receipt. Ran daily reports for previous days work. Ran weekly
reports for weekly work. Relieved receptionist for breaks and
lunch. Maintained check log of incoming and outgoing refund
checks or death claim checks. Assisted customers with customer
service needs such as beneficiary changes, dividend withdrawals,
cash surrenders and death claims. Every day was a different
criteria.
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Job Requirements
Am currently in an AA Degree Program at Western International
Univerity. I have taken several courses for the achievement of
this degree program. Classes incluing Effective Persuasive
Writing, Utilizing Information in College, Critical Thinking,
Written Communicaiton, Cultural Diversity,Environmental Science,
Religions of the World, Basic Mathematics and Financial
Management among the classes required for graduation.
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Uppers
Agents are very helpful and cooperative. Deadlines are met with full co
operation from management and agents.
Communications with clients in a positive manner
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Downers
Having to inform a client that policy payments need to be done or
policy will lapse.
Dealing with clients when a death is involved.
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Lifestyle
The position what very upbeat and very interesting. People are very helpful and
professional. Courteous agents and managers. Work got done in a professional and
positive manner.
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Compensation
Salary was comptetive with valley's salaries. Christmas bonuses
were distributed yearly.
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Advice to Jobseekers
Make sure you know all the ups and downs in the insurance field.
It is easy to get discouraged when clients are not interested in
insurance policies. Keep all your facts in line, and make sure
that after the sale is made, keep in contact with your client.
Good customer relationships do not end with the sale. It should
continue after the sale. It is always good to keep your lines of
communication open with clients. They may become repeat clients.
Always good for business.
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