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