JOB OVERVIEW

Join the Doug Neil Insurance Agency, a dedicated team committed to providing top-tier insurance solutions to our valued clients in the heart of Clifton Park, New York. As an Insurance Administrative Professional, you play a crucial role in ensuring the seamless operation of our office. This in-person position is perfect for someone who thrives in a dynamic, fast-paced environment and is passionate about delivering exceptional service. We are looking for a proactive individual who can manage administrative tasks with precision and poise, contributing to the overall efficiency of our team.
At Doug Neil Insurance Agency, we pride ourselves on fostering a positive and inviting workplace where every team member is valued and encouraged to grow. If you are organized, detail-oriented, and enthusiastic about making a meaningful impact, we invite you to become an integral part of our family. Join us to support our mission of providing outstanding insurance services while advancing your own professional journey.
Salary Range: $380,000.00 - $450,000.00 per year

REQUIREMENTS

Education: High School Diploma or equivalent required, Associate’s degree preferable.
Experience: Prior experience in an administrative role, preferably within the insurance sector.
Organizational Skills: Strong organizational skills with a keen attention to detail.
Communication: Excellent verbal and written communication skills.
Tech Proficiency: Proficient in MS Office and familiar with CRM systems.
Customer Service: Demonstrated customer service skills and a client-focused approach.
Flexibility: Ability to multitask and manage priorities efficiently.

ABOUT US

Doug Neil Insurance Agency is a leading Saratoga County firm, passionately committed to providing comprehensive, tailored insurance solutions. As local experts, we empower individuals and businesses in Clifton Park, NY, with a wide range of policies, from auto to commercial. Join our dynamic team and help us safeguard futures with a visionary approach

Client Assistance: Greet clients as they arrive, setting a positive and welcoming tone.
Data Management: Accurately input, update, and manage client information and policy documents in the agency’s database.
Schedule Coordination: Efficiently manage appointments and meetings, ensuring optimal time management for the team.
File Organization: Maintain a well-organized filing system for both physical and digital records.
Communication: Handle phone calls, emails, and face-to-face inquiries, providing clients with prompt and accurate information.
Office Supplies: Monitor and manage office supplies, ensuring necessary materials are readily available for the team.
Policy Support: Assist in the preparation and processing of insurance policy documents and customer correspondence.