Careers with Waller Insurance

Strong Culture, Benefits & Security

Insurance Sales Producer in Training

Location: Lakeland, Florida

The Agency Assistant should be outgoing and able to take direction from many individuals. This position requires a self-starter, detail-oriented person, with strong organizational skills as well as a high energy level, and the ability to handle multiple tasks at the same time.What can you expect?

 

A Day in the Life of an Agency Assistant:

  • Operate high volume phone system for two offices
  • Distribute corporate email and faxes
  • Open, sort, scan and distribute mail
  • Prepare outgoing mail and overnight packages
  • Coordinate vendor services as needed
  • Assist in booking meeting rooms
  • Prepare Certificates of Insurance for mailing
  • Assist with agency hospitality functions, to include ordering food, and set up/clean up. 
  • Order general office supplies
  • Order Motor Vehicle Reports as requested
  • Assist with updating client records in Agency Management System
  • New hire onboarding and orientation
  • Various office duties as assigned

The Ideal Candidate Will Have:

  • High school diploma
  • Previous office experience preferred
  • Previous phone experience preferred
  • Knowledge of Outlook, Word, Excel
  • Ability to learn Document Management procedures.
  • Able to accept and utilize constructive criticism
  • Strong analytical skills and ability to manage multiple tasks.
  • Strong organizational skills with high attention to detail.
  • Responsive and self-motivated team player.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Why You’ll Love Waller:

  • Personal growth
  • Amazing clients and coworkers
  • Comprehensive benefits
  • Focus on community service
  • Success is defined in our 4 Core Team Values: Happy, Rewarded, Opportunity, Engagement

 

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