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Insurance office supervisor job description

Updated March 14, 2024
3 min read
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Example insurance office supervisor requirements on a job description

Insurance office supervisor requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance office supervisor job postings.
Sample insurance office supervisor requirements
  • Bachelor's degree in Business Administration or relevant field
  • Minimum of 2-3 years of supervisory experience in an insurance office
  • Extensive knowledge of insurance regulations and policies
  • Proficient in Microsoft Office Suite and other relevant software
  • Thorough understanding of insurance billing and claims process
Sample required insurance office supervisor soft skills
  • Excellent communication and interpersonal skills
  • Strong organizational, problem solving, and customer service skills
  • Ability to work independently and manage multiple tasks
  • Ability to lead, motivate, and develop team members
  • Excellent time management and ability to meet deadlines

Insurance office supervisor job description example 1

The Moran Group of Baton Rouge insurance office supervisor job description

Serves customers by selling products; meeting customer needs and providing superior service with high ethical standards.
This position is focused on the sale of Allstate Insurance Products:
Auto Policies Home Policies Rental Policies Renter Policies Commercial Policies -- Small & Large Risks Boat Policies Motorcycle Policies RV Policies Financial Policies -- FIXED Life & Annuity Products Brokerage Policies



Benefits



Monthly Base Pay+Commission+Signing Bonus!
Qualified License Reimbursement
Willing to train
Incoming leads provided by telemarketer and purchase leads
Work from Home after 30 days



Responsibilities



Work with existing clients, and establishes new clients by planning and organizing daily work schedule; call on existing clients to collect referrals or work potential new clients to get the sales for new policyholders. Coordinate with CSR for servicing of existing clients as well as required procedures for new clients processes Focuses sales efforts by calling, emailing and/or mailing potential clients to offer them insurance coverage. Keeps management informed by submitting activity and results reports, such as quote reports, weekly work plans, and monthly and annual policyholder activity. Ability to process deposits for policy activation Contributes to team effort by accomplishing related results as needed. Fully understand and abide by Employee Handbook, Nationwide Insurance Corporate policies and local agent's company procedures



Requirements



Must have GA - Property & Casualty License that is active. You WILL NOT be considered if you do not have a P/C license presently Preferred GA - Life, Accident & Sickness License - will be required within 90 days of hire date Meeting Production Goals, Closing Skills, Prospecting Skills, Negotiation, Self-Confidence, Presentation Skills, Client Relationships, Motivation for Sales Preferred Product Knowledge of the Insurance Industry and fiduciary duty of being an insurance agent with strong ethical values and beliefs Ability to work in dynamic fast paced environments; able to multi-task and handle interruptions Ability to work independently and take responsibility for own actions; be a self-starter when needed Timeliness and Completeness of tasks as a standard work ethic Able to work in common computer systems (Word, Windows Operating Systems such as Excel, etc.); able to learn quickly with new software training Team player and coachable to grow with the Agency & Market/Industry Maintain necessary licenses and CE required for licenses renewal
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.