Nicholson Group Inc.
- Montague
- On-site
- $17.00 per hour
- Posted: March 27, 2025
- 14 hours per week
- Starts: As soon as possible
- Permanent
- Expires: Apr 26, 2025
- 1 Vacancy
- 384110
Job Description:
Duties and Responsibilities
Sales Support
- Creating reports for Group Health Insurance Quotes to current/prospective clients
- Generation of Sales Quotes for Individual Life Insurance Products
- Preparation of Sales Packages
- Completion and Monitoring of after sales activities
- Calling/Emailing Clients and Prospective clients to book appointments
Customer Service
- Assist Clients with Claims & Administrative changes to products
- Prepare documents for Advisor(s) client meetings
- Answering incoming calls and Emails directing to appropriate person/booking appointments
Data entry
- Taking information from several sources to combine into our centralized database
- Documenting phone calls, emails and visits of clients and advisor(s) with clients and vendors.
File maintenance
- Maintain filing standards as outlined by our corporate/industry regulations
- Assisting in regular file review process ensuring compliance
- Shredding of documents containing confidential information on clients & documenting destruction
- Filing/Organizing of clients files and mater
Computer skills
- Email – Correspondence with Advisor(s), Clients, and Insurance Companies
- Calendar – Management of Advisor(s) and staff calendars Google, and salesforce
- Salesforce.com – Client Management system used for data collection as well as task management
- G-suite – Google Docs, Sheets, Meet, Calendar, Drive, Contacts etc. as well as ChromeOS
- Softphone – Inbound and outbound calling on software based phone system
- Mailchimp – Preparing mailing list communications, adding contacts and updating information.
- Digital Signatures – creating documents for signature in digital signature platform, assisting clients in person, over the phone and via email
Initial and Continuing Education
- Willing to learn insurance and investment basics upon hire
- Continue to learn about insurance and investments
- Continue to learn regulatory principles and compliance that affect our business
Office Care
- Cleaning & Organizing of office(s) desk, storage
- Emptying garbage/recycling, cleaning of kitchenette area
Work Environment – Office
- Location – Montague (In our office)
- Salary $17/Hour starting wage – Part-time 14 hours /week
- Flexible schedule during normal hours of operation Monday – Friday 9am – 5pm