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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