Job description

Looking to get back into the job market on a flexible part-time basis, with the opportunity to craft your own full-time role down the road in a small but busy (personal and commercial lines) Insurance Agency? Our agency is growing rapidly and needs a part-time office assistant/manager for approximately 10-15 hours/week right now, with the possibility of the position eventually becoming fulltime. Because this is a local business, the ideal candidate will live in the Greater Lowell vicinity, including all surrounding towns.

To start, the position would consist of 3 or 4 morning shifts per week (8:30am–noon), $20/hr. We can be somewhat flexible with this schedule, to be discussed as part of our interview. Our expectation is that this position will grow into a fulltime Office Manager position over the next few years, based on the “fit” between Agency and employee. If/as the position increases in hours and responsibilities, salary and benefits will be adjusted appropriately.

We will train you in personal lines insurance, helping you to develop the skills necessary to meet the overall insurance needs of our clients with a focus on a variety of personal insurance products and use of professional software systems and processes. You will provide customer service to our clients and interact with third party business partners and our insurance carriers. If the position grows into a fulltime one, we will assist you in obtaining a MA Property and Casualty Insurance Producer License.

Primary duties for this new part-time position include interacting with current and prospective clients and maintaining appropriate (digital) record-keeping of those interactions. As you grow in this role, you should be able to answer simple insurance coverage questions and facilitate simple insurance processes as appropriate. Critical to your success in this role will be your ability to keep and organize concise and accurate digital records of these client interactions in our CRM for follow-up.

Essential Starting Skills and Experience required:

• Strong time management and organizational abilities
• Proficient in multitasking, follow-through, and follow-up
• Customer service experience
• Strong verbal and written communication skills
• Strong interpersonal skills
• Quick learner, adept at adapting to new technologies
• Strong computer skills
• Basic knowledge of MS Word, Excel, Outlook and database application
• Ability to maintain confidentiality in all client matters

Personal Lines insurance experience a plus

Bilingual skills (Khmer, Spanish) a plus

Our expectation is that the right candidate for this position will have and/or quickly develop the ability to:

• Handle incoming claim calls with empathy and professionalism
• Cultivate strong customer relationships to ensure high client retention and growth
• Facilitate optimal agency use of customer service database

Job Type: Part-time

Pay: From $20.00 per hour

Schedule:

• 4 hour shift
• Monday to Friday

Application Question(s):

• Because we are a local, community-based small business, we are looking to hire a local candidate, ideally someone living in the Greater Lowell area (Lowell, Chelmsford, Tewksbury, Tyngsboro, Dracut, Billerica). Do you live in one of these communities?

Education:

• High school or equivalent (Required)

Work Location: In person

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