Job Description

Job Description

Job Description

Benefits:

• 401(k)
• Health insurance
• Opportunity for advancement
• Training & development
• Tuition assistance
• Vision insurance

SALES SERVICE REPRESENTATIVE / CEDARBROOK INSURANCE AGENCY
NON-EXEMPT:
SUPERVISOR: SALES SERVICE MANAGER

Job Summary: The Sales Service Representative for the Cavco Insurance Division is responsible for processing the daily information for the department.
Core Responsibilities/duties will include but are not limited to the following:
Complete detailed data entry transactions
Process all incoming and outgoing cash.
Record deposits
Prepare journal entries as required.
Complete daily, weekly, and monthly reports
Respond to all customer calls.
Update all endorsement requests for policies with outside companies.
Any additional duties as assigned by supervisor.

Required job skills:
High School Diploma or equivalent
Limited Insurance lines license
Must have customer service knowledge and general math skills.
Must be detailed and deadline oriented with data entry experience and excellent time management skills.
Must have the ability to maintain confidentiality.
Microsoft Word, Outlook, and Excel spreadsheet proficiency

Preferred job skills:
College Degree
Agency experience
Project management experience
Systems implementation and automation experience
Work Environment and Physical Demands with reasonable accommodations:
Must be able to remain in a stationary position 50% of the time and be able to operate a computer or otheroffice productivity machinery on a constant basis.
Frequently required to communicate with co-workers and policy holders with the ability to exchangeaccurate information as necessary
Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to maintain computers at workstation, including under the desk or other low areas
Occasionally requires moving and placing objects weighing less than or equal to 20 pounds.
Noise level in the work environment is usually moderate.
Position may require temporary remote work based on business needs and is at the sole discretion of thecompany. Employee must have
Wi-Fi connectivity, a smart phone, and a designated work area in their home.

Job Tags

Remote job, Work from home,

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