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Receptionist/Agency Contact Representative (ACR)

The McKenna Agency, Inc. is looking to hire a full time receptionist/ACR for our Charleston location. We need a team player who is willing to move up within our agency which would require getting licensed in Property & Casualty Insurance and training to become a Customer Service Representative. We would be happy to provide the job description for a Customer Service Representative upon request.

McKenna Agency, Inc. Mission Statement:

The McKenna Agency, Inc. team is ethically committed to providing you with thoughtful, professional guidance and personalized service to enable you to establish and maintain control over your financial life. We commit to establishing a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We specialize in providing insurance, retirement planning and business services to meet your needs.

Job Description:

Create a positive first impression on behalf of the agency.  Directs clients to the proper person in a professional, accurate and timely manner.   Performs clerical duties as assigned.  Serve as receptionist and point of contact for all visitors to the office.

Processes payments and seeks to help clients with items such as new auto ID cards.  Actively seeks referrals from client base to solicit for new business prospects.  Schedules policy review appoints for the agents.

Assist in the management of the Agency’s social media accounts such as Facebook, Twitter and Google+. Write or assist in the writing of blog posts for the agency website.

Essential Functions:

  • Answer calls in a timely manner and greet clients
  • Transfer calls to the appropriate person in a timely manner
  • Process premium payments
  • Update insured’s information whenever possible
  • Assist clients whenever possible
  • Assist insured with billing inquiries
  • Schedule appointments and maintain appointment calendars
  • Must be an capable of multi-tasking while maintaining a positive attitude

Click Here to Apply

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Licensed Customer Service Representative – Chapin, SC

The McKenna Agency, Inc. is seeking to hire a full-time Licensed Customer Service Representative to assist in the production of new business and the retention of renewal accounts for personal and commercial lines of insurance.  This position provides field service to designated accounts in support of Producer activities and maintains high service standards.

McKenna Agency, Inc. Mission Statement:

The McKenna Agency, Inc. team is ethically committed to providing you with thoughtful, professional guidance and personalized service to enable you to establish and maintain control over your financial life. We commit to establishing a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We specialize in providing insurance, retirement planning and business services to meet your needs.

ESSENTIAL FUNCTIONS:

  • Provide outstanding customer service
  • Answer phones to assist with customer requests, handle mail, email and faxes timely
  • Maintain compliance and follow record keeping procedures
  • Process payments, endorsement changes, and issue proof of coverage
  • Assist with quoting accounts, seeking referrals, and offering multiline recommendations
  • Focus on retention of current accounts and helping gain new business
  • Prepare renewal packets for producers
  • Contact clients regarding late pays, policy renewals, and proactively ask if any changes in exposure
  • Assist commercial and personal lines producers as needed

REQUIREMENTS:

  • Must hold an active SC Property & Casualty insurance license
  • Minimum 3 years’ experience preferred in commercial and personal lines
  • Applied/TAM Management system experience preferred
  • College degree preferred
  • Strong computer-skills and ability to multi-task is a must
  • Must have strong attention to detail, strong organizational skills, and ability to work in a fast-paced environment

Click Here to Apply