Director of Welcome
Oakview Insurance Services, Inc. is currently accepting applications for a part-time or full-time Director of Welcome as our current team member moves into a new role. We are a fast-growing agency in Yuba City, CA that prides itself on providing an outstanding customer experience. We are also active in our community and look for ways to pay forward our success.
Mission of the Director of Welcome:
To serve the customer base so extraordinarily that clients tell their friends and family about our agency. By using rapport building and excellent communication skills, this role will work to solve client’s problems effectively and efficiently. This includes being the first line of defense on service items and only passing the ones that require an experienced or licensed agent. You will want to be open to becoming licensed within one year to help our service team with endorsements.
Principal Responsibilities:
Include but are not limited to the following. Other functions may be assigned as business conditions change:
1. Be first in line to answer the phone and welcome clients into the office
2. Take Payments
3. Handle basic billing questions
4. Notify clients of late payments
5. Input quotes into to our rating system and carriers
6. Clearly and effectively communicate to the clients to manage expectations both via the phone and email
7. Verify discount and other documentation has been received
8. Proactively work with account managers to take on non-licensed tasks
9. Assist management with social media
10. Perform additional functions at the direction of agency management
11. Participate in agency events and community service a few times a year
Who You Need to Be:
1. Friendly and outgoing, with a genuine desire to help people.
2. Technology should be your friend! We operate a paperless office and look for ways to offer employees and clients tech friendly solutions.
3. Proficient in Microsoft Word and Outlook.
4. You are ready to be a team player and know you may need to help in areas other than your assigned position.
5. You are patient, kind, trustworthy, ethical and honest.
6. You can analyze a situation, identify issues and solve them with minimum input from others. You can find the way to complete the task without additional assistance.
7. Able to meet deadlines without supervision.
8. Strong attention to detail and organization skills.
9. Strong verbal and written communications skills, including proper spelling and grammar.
10. Have a desire to help those in their community through volunteer work
Please submit your resume through Indeed or directly to us, info@oakviewins.com.
Job Types: Full-time, Part-time
Pay: $19.00 - $22.00 per hour
Expected hours: 25 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
Ability to Relocate:
- Yuba City, CA 95993: Relocate before starting work (Required)
Work Location: In person