Personal Insurance Account Assistant

Personal Insurance Account Assistant

Job Summary

O’Neill Insurance is seeking a detail-oriented, positive, friendly, professional, and self-motivated assistant to join their Personal Insurance Team. The person in this role will work closely with the Personal Insurance team in delivering a best-in-class client experience by providing administrative support, producing accurate and timely work, and acting in accordance with The O’Neill Way, our high-performing, award-winning culture.

Primary Job Duties:
    • Assisting the Personal Insurance New Business Producer with the sale and administration of new business accounts
    • Preparing insurance proposals and documents
    • Utilizing an Agency Management System (computer program) to update and document client files
    • Communicating with insurance companies and clients
    • Assisting Personal Insurance Account Managers as needed to service and retain business
Preferred Knowledge, Skills, and Abilities:
    • Exceptional work ethic
    • Ability to grasp new concepts/automation quickly
    • Multi-tasking ability
    • Strong team mentality
    • Acute attention to detail
    • Excellent and professional communication skills
    • Driven to learn and grow professionally
Compensation & Benefits Package:
    • Competitive base salary
    • 100% Paid Medical, Dental, Vision & Life Insurance Plan for Full-Time Employees
    • Paid Vacation, Holiday, Volunteer and Sick Time for Full-Time Employees
    • 401(K) plan with Employer Contributions

Apply Today!

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