Employment Opportunities

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Insurance Advisor Position

Montgomery & Associates Insurance is seeking an energetic and experienced licensed insurance agent for a full-time position.

JOB SUMMARY: Provides service to clients' changing insurance needs by selling Homeowners, Auto, Commercial and other property and casualty insurance products.

CORE JOB DUTIES & RESPONSIBILITIES:

• Outside Sales Position to utilize local referral networks for lead generation.
• Interview prospective clients to obtain data about their financial resources and discuss existing coverage.
• Analyze clients’ current insurance policies and suggest additions or changes.
• Explain the features of various policies
• Customize insurance programs to suit individual clients
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Participating in marketing campaigns and bringing new ideas to generate new business.

JOB REQUIREMENTS:

• Education: Associates or Bachelor’s Degree preferred
• License/Certificates: Property and Casualty License preferred but not required
• Experience: Typically, one-year work-related experience; prefer experience in the insurance industry
• Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong focusing ability, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
• Language: Bilingual a plus 

Apply today. Please email a current resume to jmayes@montgomeryfsb.com 

Job Description

Insurance Account Manager  

Montgomery & Associates Insurance is seeking an energetic and experienced licensed insurance agent for a full time Customer Account Specialist position.

JOB SUMMARY: Responsible for handling inbound calls regarding insurance policies from policyholders, agents, third parties, and business partners. Completes and processes all necessary forms. Creates an exceptional customer experience while contributing to individual and team goals. It’s expected that the position will actively participate in the decisions made by management to grow and service our clientele.

CORE JOB DUTIES & RESPONSIBILITIES:

• Answers inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products
• Assist with servicing clients at renewal and reviewing coverages
• Responsible for effectively using all available resources to make policy changes, answer coverage and billing questions, take payments, and provide requested documentation.
• Completes and processes all necessary forms. Follows up for necessary documents in order to process requested changes.
• Participates in technical and customer service skills training to stay aware of current and best practices.
• Working closely with senior agents to write and service accounts in the property and casualty market

Participating in marketing campaigns and bringing new ideas to generate new business.

JOB REQUIREMENTS:

• Education: Associates or bachelor’s degree preferred
• License/Certificates: Property and Casualty License preferred but not required
• Experience: Typically, one-year work-related experience; prefer experience in the insurance industry
• Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong multi-tasking, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.

Language: Bilingual (Spanish & English) is a plus

Apply today. Please email a current resume to jmayes@montgomeryfsb.com 

Administrative Assistant Position

Montgomery & Associates Insurance in Franklin, TN has an opening for an Administrative Assistant.

JOB SUMMARY: As an Administrative Assistant you will be responsible for providing administrative support to ensure efficient operation of the office. You will support managers and employees through a variety of tasks related to organization and communication. You will communicate via phone and email ensuring that all administration tasks are completed accurately and delivered with high quality and in a timely manner.

CORE JOB DUTIES & RESPONSIBILITIES:

• Answers inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products
• Assist with servicing clients
• Completes and processes all necessary forms. Follows up for necessary documents in order to process requested changes.
• Participates in technical and customer service skills training to stay aware of current and best practices.
• Prepare source data for computer entry by compiling and sorting information; establishing entry priorities
• Process Payments for clients insurance policies
• Maintains data entry requirements by following data program techniques and procedures
• Verifying entered customer account data by reviewing, correcting, deleting, or re-entering data

JOB REQUIREMENTS:

• Education: Associates or Bachelor’s Degree preferred
• Experience: Typically one year work-related experience; prefer experience in the insurance industry
• Skills/Competencies: Strong verbal and interpersonal skills to communicate technical insurance and billing information to policyholders, agents, and third parties. Requires strong multi-tasking, analytical, and computer navigational skills. Must perform well under pressure and meeting deadlines.
• Language: Bilingual a plus 

Apply today. Please email a current resume to jmayes@montgomeryfsb.com