Agency Document Manager

Are you ready to be part of an extraordinary journey? Peninsula Insurance Services is blazing a trail of unprecedented growth, and we need a dynamic individual to join our unstoppable team in Operations. As the heartbeat of our agency, you’ll harness the power of data and document management, ensuring our agents are free to conquer client needs with unparalleled dedication. No direct client interaction here—your role will be solely focused on supporting our agents with your expert data processing skills. If you thrive on transforming raw data into meaningful solutions and crave a position that lets you unleash your processing prowess, then seize this opportunity and become an invaluable asset to our incredible team!

Tasks Include:
?? Send insurance companies proof of prior insurance documents
?? Email/Text Clients proof of insurance
?? Create electronic signature documents for all new and renewing business
?? Submit roadside assistance receipts to insurance carriers
?? Update Mortgage or Lienholder information and send to appropriate business
?? Generate insurance quotes for new business
?? Generate insurance quotes for renewing business
?? Enter new client information into CRM
?? Submit, Track, & Update documents for all new and renewing business & update in CRM
?? Manage Carrier service lists and emails – Contact insurers to ascertain required documentation

Requirements:
?? Laptop/PC & Stable Internet Connection
?? Fluent in the English Language both Written and Verbal
?? Experience working in United State time zones
?? Detail Oriented
?? Strong computer skills & ability to learn new programs

Please be aware, we are not your grandpa’s sleepy insurance agency. We have a fast-paced, fun environment, where our Virtual Assistant counterparts are teammembers just like our US based employees are.
Over the years it has become truly clear that teaching someone about insurance is easy but teaching someone to care about people is impossible. We only hire great people who can utilize our proven processes to help our clients be better protected by people who care.

** If you are Coachable, Driven and Accountable, we will train you to be successful **

Please Note: Only apply if you show up EVERY DAY with a great attitude, an incredible work ethic driving you to be successful, and the intention to learn and grow your abilities. If this sounds like you, and the people you want to surround yourself with, we will train you to be very successful in this industry.

Position Details:
??Full-Time, Monday – Friday, 8:30am – 5:30pm Eastern Standard Time
??Starting Salary $140 per week – Paid every Friday
– Salary & Performance review after 90-days of employment