Now Hiring - Insurance Insurance Personal Property & Casualty New Account Administrator in Toledo, OH

Knight Insurance Group is where your career skyrockets! We are an employee-owned insuranceagency--the first in the region!

If you are looking for a place where you will be challenged, where you can advance your insurance education on our dime, and where employees care like family, you'll want to apply with us.

Here is our latest opening:

Personal Insurance New Account Administrator: The AA is responsible to support the sales team by handling the processing aspects of securing new clients.

Key Responsibilities:

1. Build new client accounts in Epic.

• Create new accounts in Epic.
• Complete all necessary contact fields.
• Enter appropriate activities.
• Add new policies.

2. Create prospect quotes and proposals.

• Learn personal insurance policies and related underwriting (auto, home, umbrella, etc.).
• Use various carrier websites.
• Quote personal insurance policies using PL Rater.
• Prepare insurance proposals.

3. Producer-NAA Relationship.

• Work closely with producer to obtain all necessary documentation and keep track of all prospects in pipeline.
• Meet weekly to check-in on outstanding items.

4. Follow procedures.

• Document electronic file completely and thoroughly.
• Utilize agency’s latest technology to perform tasks.
• Turn around work in 48 hours.

Knowledge, Skills & Abilities:

1. Proactive, can-do attitude…with a smile. The assistant available for help when requested.

2. Computer skills. The assistant uses the latest technology, has skills in Microsoft Office, and network directory functions.

3. Professionalism and accuracy. Requests are done accurately the first time and corrected in a timely fashion. Follow-ups are current.

4. Willingness to learn. Insurance knowledge is a plus, but not required for this position to start. Long-term, an agent’s license will be required.

5. Attention to detail. The AA will be responsible for completing carrier applications and other required forms. A detailed review that all the appropriate fields are completed is essential.

6. Organizational skills. Top-notch organizational skills are required for success in this position. The AA is expected to maintain order of every account and establish a weekly work plan to stay current.

Requirements:

• High School diploma.
• College education desirable.

Working Conditions:

1. Fast-paced, multi-tasking, sales environment requiring ongoing learning and complex problem solving.

2. Culture rich environment.

Pay: $17.00 - $21.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance
• Work from home

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Toledo, OH 43604: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Personal insurance: 1 year (Preferred)

Work Location: One location