Insurance Agent Assistant

, Iowa

Essential Functions:

Work closely with Insurance Agent on helping to organize and growing insurance practice
Observe and learn how to process customer requests
Must be able to keep all information confidential
Ability to become comfortable in communicating to prospective and existing clients in a professional manner.
Processing paperwork through all channels of technology (scanning, faxing, paper filing, electronic filing, etc.)
Help keep work areas neat and organized to promote positive image. Use appropriate behavior in keeping with mission, vision and beliefs and in accordance with operating procedures and policies.

Minimum Requirements:

Skills/Knowledge: Familiar with Microsoft Office programs, comfortable with the internet, and ability to work in a professional office that works with the public.
Strong math skills, with an interest in a math-related career.
Willing to take direction, follow directions, and be courteous and respectful, as well as possess trustworthy conduct.
Prompt and dependable, takes pride in ownership in work. Must be a team player, and have good communication skills.
Professional business casual attire expected.

THIS DESCRIPTION DOES NOT LIST ALL DUTIES. INTERN MAY BE ASKED TO PERFORM OTHER DUTIES BY THE STAFF OR SUPERVISOR. INTERN WILL BE EVALUATED ON PERFORMANCE OF THE PROJECTS LISTED AS WELL AS INTERACTION WITH EMPLOYEES AND CLIENTS. ON-SITE HOURS WILL BE NEGOTIATED WITH EACH CANDIDATE.

SAFETY EXPECTATIONS, INCLUDING HARASSMENT, SHOULD BE REVIEWED WITH THE HOST.

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