Mt. Franklin Insurance is a growing El Paso-based, independent insurance agency. With a long history of providing insurance solutions to the area, Mt. Franklin is a full service agency providing commercial and personal lines products from a number of prominent carriers.
Whether you are starting to build your own book or have the experience and relationships in place, Mt. Franklin provides top access to carriers, best-in-class back office support, and an opportunity to work independently while growing.
| Benefits of employment include |
• Health, dental, and vision insurance plans
• Company paid long term disability
• 401(k) retirement plan with company matching dollar-for-dollar
• Paid vacation, holidays, and sick time
• Paid training
• Team building / A collegial work environment
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The individual will solicit new customers. This includes making some outbound calls to former clients as well as new prospects in order to increase sales. Individual will also make independent relationships and lead sources to generate new business outside of the office/telephone. Make outbound calls to follow up with current clients who need to pay premiums, are late with payments, or have been canceled for similar reasons
Pay will be part hourly and part commission based.
Responsibilities include:
· Make outbound phone calls and solicit former customers to give us an opportunity to serve them again
· Solicit new customers, based on lists, to provide quotes
· Generate own lead sources for customers based on personal relationships and networking
· Gather primary information from prospects and quote rates
Requirements:
· Bilingual
· Excellent phone communication and interpersonal skills
· Must be well organized, detail-oriented, and able to work independently.
· Prefer experience in insurance
· Prefer at least 1-2 years experience in sales
· Must be licensed or willing to obtain license within 3 months
Our CSR answers incoming calls and provides service to the callers (policy holders and producers).
Responsibilities include:
· Provide accurate and professional answers for routine insurance questions, for example, status of accounts, billing, and coverage questions.
· Make outbound calls to follow up with current clients who need to pay premiums, are late with payments, or have been canceled for similar reasons.
· Provide quotes, advice, and policy options for clients.
· Be willing to make some cold-call solicitation calls from pre-screened lists, but this is not the primary function.
· Obtain documentation from our clients that are needed by carriers such as photos of automobiles, property descriptions, copies of vehicle registrations, etc.
· Determine when and how to escalate calls if they can not be resolved.
· File customer documents in our electronic filing systems.
· Prepare presentations or proposals, based on templates, in Ms Word.
Requirements:
· Must be bilingual
· Must have excellent phone communication and interpersonal skills.
· Must be proficient with basic word processing and email.
· Must have experience with filing systems, keeping records such as an attorney’s office, insurance office, accounting office, or other professional company.
· Should be licensed for insurance in the state of TX, but willing to assist individual in getting licensed.
· Prefer experience in a strong Personal Lines environment.Experience preferred in an independent agency, as opposed to a captive environment.
Long Term Potential
This is a full time position, Monday – Friday.
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Commercial Lines Insurance
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Our CSR provides end-to-end marketing and servicing of commercial accounts
Responsibilities include:
· Provide accurate and professional answers for routine insurance questions, for example, status of accounts, billing, and coverage questions.
· Make outbound calls to follow up with current clients who need to pay premiums, are late with payments, or have been canceled for similar reasons.
· Obtain documentation from clients and carriers including loss runs, binding instructions, exposure items, and
similar items
· Prepare insurance applications for carriers.
· Compose written correspondence in response to telephone and written inquiries, problems and conflicts.
· Prepare presentations or proposals, based on templates, in Ms Word.
Requirements:
· Must have excellent phone communication and interpersonal skills.
· Must be well organized, detail-oriented, and able to work independently.
· Must be proficient with basic word processing and email.
· Must have experience with insurance filing systems.
· Should have experience with ACORD documents and procedures.
· Should have a general lines Texas Insurance license, but willing to assist in getting licensed
· Helpful if has previous exposure to Insurance Software such as Hawksoft, Applied Systems, AMS, TAM, Sagitta, etc.
· Must have experience in a commercial lines insurance environment.Prefer experience in an independent agency, but will consider captive based on experience.
Long Term Potential
This is a full time position, Monday – Friday.
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General Administrative Assistant (PART TIME)
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You will manage a series of administrative work in our offices.
Responsibilities include:
· Telephone answering.
· Assistant to our accountant; will assist with monthly reconciliation and other bookkeeping duties.
· Taking payments.
· Document scanning / filing.
Requirements:
· Bilingual and skilled at answering phones.
· Experience with administrative support in a professional office.
· Strong math abilities, with ability to assist the company accountant.
· Filing and document processing.
Long Term Potential
· Currently part time with ability to grow full time, Monday-Friday