Remote Insurance Accounts Manager

Job Description

We're looking for a smart, efficient, detail-infatuated jack/jill-of-all-trades to make the most-loved Insurance Brokerage (that's us) run more smoothly.You're the guy/gal dreams are made of. And we want you.

And best of all, you can work remote.

WHAT YOU'LL BE DOING

You'll assist with the day-to-day operations. These include but are not limited to:

Customer Service/Support
Policy Retention
New Business Sales
Quoting, Comparing & Rating various carriers
Emails, phone calls, snapchats (jk)
Scheduling, networking, and follow-ups
and more...You'll interact with all areas of the company to help us work more efficiently and meet our goals.

YOUR RESPONSIBILITIES:
We have a Customer Support team to handle most Certificates, Billing , quoting and basic endorsements. We want YOU to focus on the IMPORTANT Stuff.

About You

You know the joy of hard work. You crave responsibility, you're entrepreneurial, eager to make things happen, and want to work with smart people who respect what you do. Great ideas and strong opinions welcome!

You're kick-butt, creative, and productive. (Also obsessive, decisive,and scrappy.) You finish what you start.
You're crazy organized. You've never seen: 1) a color-coded spreadsheet you didn't love, 2) a project you couldn't manage the hell out of, 3) a to-do list you couldn't do.

You're business-minded, social-media savvy, and have a knack for marketing. You want a challenge. You may be young or old, experienced or green.But if you're ready to go, we're ready to teach, train, and help you grow.
Your work means the world to you. You couldn't have it any other way.

REQUIREMENTS

MUST have a Property & Casualty Insurance License and prior experience working for an Independent Insurance Agency in Personal Lines and/or Commercial Lines Insurance.

HOW TO APPLY

This is a full-time job. We are headquartered in San Luis Obispo, CA but are open to candidates in all Cities and Counties of California and relocation is NOT a requirement. You will have the flexibility to work from home. It starts as soon as we find you.

Write us a note and tell us why you're the one. The more you tell us about yourself, the better. We want to know what makes you awesome.

Attach a resume and Link us to your Facebook profile, your blog, whatever. Show us things. (Best formats: PDF, JPG, TXT, RTF, JK)

If you sound like a good fit, we'll be in touch lickety-split!

P.S. Apply soon. We're eager to meet you! : )

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...