Personal New Business Assistant

Location: Holiday
Personal Insurance New Business 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 individual in this role will work closely with the Personal Insurance Sales Producer 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. Remote or Hybrid work is negotiable and full or part-time options are available (28-30 hours minimum per week).
Primary

Job Duties:
?? Assisting the Personal Insurance New Business Producer with the sale and administration of new business accounts
?? Quoting prospects in our agency quoting platform
?? Preparing insurance proposals and documents for presentation to prospective clients
?? Utilizing our Agency Management System to update and document client files
?? Communicating with insurance companies and clients as needed before, during and after the sale
?? Assisting Personal Insurance Account Managers as needed to service and retain business
Preferred Knowledge, Skills, and Abilities:

The ideal candidate will possess the following:
?? Exceptional work-ethic
?? Strong team-mentality
?? Eagerness to learn and grow professionally
Compensation & Benefits Package:
?? Paid PTO, Holiday, and Volunteer Time for Full-Time Employees
?? 401(K) plan with Employer Contributions
?? Flexible Schedule
?? Work from Home
About O??Neill Insurance

O??Neill Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions to protect you from the unexpected throughout Ohio in Wadsworth, Akron, Medina, Wooster, Cleveland and Canton.
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