Qureos Mentor

Zander Insurance Agency

<div>The Commercial Lines Assistant provides administrative and operational support to the Commercial Lines department by assisting Account Managers, Client Managers, Producers, and leadership with the day-to-day activities required to service commercial insurance accounts. This role is responsible for completing high volume administrative and policy support functions, coordinating documentation, maintaining accurate records, and assisting with renewal preparation so licensed team members can focus on client relationships, coverage consultation, and business development.
This position is ideal for someone who enjoys a fast-paced environment, thrives on organization and multitasking, and takes pride in producing accurate work while supporting multiple team members with competing priorities. Over time, there may be opportunities to obtain a Property &amp; Casualty license and assume expanded responsibilities within the Commercial Lines department 
Operational Support<ul><li>Coordinate information between Commercial Lines staff, carrier partners and internal departments.</li><li>Assist with obtaining signatures, supplemental applications and supporting documentation.</li><li>Support carrier marketing activities by preparing required documentation.</li><li>Help maintain departmental workflows and processing timelines.</li><li>Identify opportunities to improve efficiency and streamline administrative processes.</li><li>Assist with special projects and operational initiatives.</li></ul>
Team Support<ul><li>Provide timely assistance to Commercial Lines leadership and team members.</li><li>Adapt quickly to changing priorities and interruptions throughout the day.</li><li>Serve as a dependable resource during high volume renewal periods.</li><li>Cross train on departmental workflows to provide backup support.</li></ul> 
QUALIFICATIONS:
Required<ul><li>High school diploma or equivalent.</li><li>Three or more years of administrative, operations or insurance support experience.</li><li>Strong organizational and time management skills.</li><li>Excellent written and verbal communication skills.</li><li>Strong attention to detail and accuracy.</li><li>Ability to manage multiple priorities simultaneously.</li><li>Proficiency in Microsoft Outlook, Word and Excel.</li><li>Ability to learn new technology and agency management systems.</li><li>Typing speed of at least 40 WPM.</li></ul>
Preferred<ul><li>Commercial insurance agency experience.</li><li>Experience using Applied Epic or another agency management system.</li><li>Experience working with policy documentation or insurance operations.</li><li>Property &amp; Casualty license or willingness to obtain licensure after hire.</li></ul> 
ESSENTIAL FUNCTIONS:
These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.<ul><li>Use of office equipment including personal computers, multiple screens, printers, fax machines, scanners and telephones.</li><li>The employee is occasionally required to use hands and fingers to operate, handle, and reach.</li><li>Specific vision abilities required by this job include close vision and the ability to adjust focus.</li><li>Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone.</li><li>Communicate effectively via telephone for extended periods of time, up to 7 hours per day.</li><li>Ability to pay attention, listen actively, analyze problems and evaluate options, focus on tasks, multi-task, decision making, and engage appropriately.</li><li>Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others.</li><li>Sit &amp; stand for extended periods of time up to 7 hours per day.</li><li>Must be able to walk up and down stairs (there are no elevators in the 2-story main office building).</li><li>Physical, consistent attendance during normal working hours within a standard 40-hour workweek, during the shift required by this position, as many of the job duties are time-sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required.</li><li>The noise level in the work environment is usually moderate to loud.</li></ul> 
This job description reflects management&rsquo;s assignment of essential functions; and nothing in this herein restricts management&rsquo;s right to assign or reassign duties and responsibilities to this job at any time.</div>

Commercial Lines Assistant

<div></div><div>Why Zander? 
Your work at Zander can change lives. Perhaps your own. This wouldn't be just another job, nor just another career path. Zander Insurance is a vehicle for personal and financial growth via our belief that every employee should share in the success of the agency by supporting an ownership mindset via our 'Employee Stock Ownership Plan'. When you join Zander Insurance, you automatically begin investing in your future (without having to purchase shares) since shares are awarded for simply being a team member. We are 49% employee owned, many of whose shares are valued at over $1M. Are you ready to become an owner and change your life?
Here are the highlights of this role:
Our life insurance agents educate families, empowering them to protect their loved ones with term life insurance. People come to Zander because they don&rsquo;t want someone to sell to them &ndash; they want someone to help them. Our agents guide clients through the life insurance process with empathy and the heart of a teacher, helping them find and understand a policy that meets their needs.
Your role in protecting families will include:<ul><li>
Educating customers on Dave&rsquo;s recommendations</li><li>
Conducting front-line underwriting and quoting</li><li>
Serving as a subject matter expert and Guide to families</li><li>
Helping clients secure term life insurance and identity theft protection</li></ul>
Who you are:
If you&rsquo;re passionate and hard-working, we&rsquo;ll help you grow as a professional so that you excel here at Zander.<ul><li>
You have a great attitude and the heart of a teacher.</li><li>
You thrive in a fast-paced environment.</li><li>
You are reliable, adaptable, and compassionate.</li><li>
You have a typing speed of at least 45wpm.</li><li>
You have experience selling via telephone.</li><li>
You have a Life Insurance license.</li></ul>
What we have to offer:<ul><li>
Industry-leading compensation including base salary plus bonuses, with an approximate salary range of $66,000 - $100,000</li><li>
Hybrid Work Schedule</li><li>
Health and dental insurance paid 100% by Zander</li><li>
Employee Stock Ownership Plan after one year</li><li>
Profit Distribution paid monthly</li><li>
Meaningful work protecting families</li><li>
All leads provided (no cold-calling or prospecting)</li><li>
5% dollar-for-dollar matching on your 401(k)</li><li>
Generous paid time off</li><li>
Growth and leadership opportunities &ndash; we promote from within</li><li>
Flexible work hours, with shifts ranging from 8am - 5pm, 9am - 6pm, and 10am - 7pm.</li><li>
And much more!</li></ul>
ESSENTIAL FUNCTIONS:
These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.<ul><li>
Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;</li><li>
The employee is occasionally required to use hands and fingers to operate, handle, and reach;</li><li>
Specific vision abilities required by this job include close vision and the ability to adjust focus;</li><li>
Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;</li><li>
Communicate effectively via telephone for extended periods of time, up to 7 hours per day;</li><li>
Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;</li><li>
Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;</li><li>
Sit &amp; stand for extended periods of time up to 7 hours per day;</li><li>
Must be able to walk up and down stairs (there are no elevators in the 2-story main office Building);</li><li>
Physical, consistent attendance during normal working hours within a standard 40-hour workweek, during the shift required for this position, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;</li><li>
The noise level in the work environment is usually moderate to loud.</li></ul> 
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
COMMUNICATION NOTICE
As part of our hiring process, we may contact candidates by text message for interview reminders or scheduling updates. By applying, you consent to receiving job related text messages from Zander Insurance. If you prefer not to receive texts, you can reply STOP at any time to opt out.</div>

Life Insurance Agent

Join Zander Insurance Agency and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Zander Insurance Agency

About Company

Commercial Lines Assistant

Life Insurance Agent