Insurance Agent Assistant

Camp Insurance & Financial Services, LLC a Rural Mutual agency
Job Description
Position Available:   Agent Assistant        Start: March 2020
Walter Camp
Camp Insurance & Financial Services LLC
1209 Eastern Ave
Plymouth WI 53073
Position Description:
  1. Receptionist – accept telephone calls and direct to the appropriate person, take detailed messages, and assist finding answers to client questions.
  2. Assist processing policy premium payments.
  3. Filing – policy documents, create files for new business.
  4. Call - current clients to meet with agent for reviews of policies.
  5. Develop marketing information, create lists and scrub for viability.
  6. Call – marketing to potential clients to meet with agent following a script.
  7. Prepare correspondence.
  8. Maintain agent’s calendar of appointments and prepare file for appointment.
  9. Develop and maintain an acceptable productivity and quality level.
  10. Participation in local civic organizations encouraged
  11. Other duties as assigned.
  1. Must have insurance license or agree to obtain within six months after hire
  2. Prior experience in property and casualty insurance – personal lines is preferred
  3. Experienced working in a business office; knowledge of a variety of businesses, farming, and manufacturing helpful
  4. Proven customer service experience preferred
  5. Proficient PC skills; Microsoft office suite, Outlook, learn insurance software program
  6. Effective written and verbal communication skills
  7. Quick Learner
  8. Excellent problem-solving skills
  9. Self-Starter and can work independently
  10. Ability to keep information confidential
  11. Team player
  • Entry level for Business and Marketing majors!!!
  • Part-time in the office during training six months plus paid study time for license,
    eventually full-time, hourly wage, 40-hour work week 8:00 – 5:00.  No evenings or weekends.
  • Standard work week schedule but with some flexibility, time share may be an option, work around your class schedule
  • Life and health insurance negotiable
  • Vacation negotiable
How to Apply: Send resume and cover letter to address above or
CONTACT: Walter Camp 715-891-2156. 
Type of Position:
Contact Information

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