• Adion Financial Group is an independently owned innovative insurance firm that partners with consumers and business owners to provide them with viable options for Auto, Home, Life, and Business insurance.
• We take great pride in guiding our clients through the insurance purchasing process , while both educating them and providing them with security of some of their most important assets.
• A 10 year old company that was born out of a passion for helping people by its founder.
• As we grow and scale our goal is to continue to add team members that maintain the same passion for people and winning as our founder.
• Happy employees lead to happy customers.
• That's why we put our employee's well being above everything, and we make sure everyone has the tools and support they need to succeed.
• We think every employee has the ability to improve our business, so we want everyone to speak up and enjoy their time in the spotlight.
• culture reflects our values of excellence, respect, innovation and open communication.

Job Duties

• Correspond with clients and carriers in a timely fashion
• Process and track claims
• Assist Client Account Managers in maintaining customer files via CRM and cloud storage systems
• Issue certificates, process endorsements, and handle client billing needs
• Participate in agency training programs
• Develop and maintain client relationships
• Generate referrals and 5 star reviews from new and current book of business
• Manage mail, phones and projects assigned
• Cross selling agency accounts
• Handle client issues in a patient and helpful manner
• Take and record orders through a computer system in person or over the phone/e-mail
• Update customer information in databases
• Consistently provide a unique customer experience

Requirements

• Strong customer service experience of 2 years or more
• Basic understanding of insurance terminology
• Strong commitment to customer, with the desire to provide exceptional service
• Great communication and reasoning skills, written and verbal
•  Present themselves at all times in a professional and dignified manner
• Bachelor's degree preferred
• Able to balance a customer-oriented and a results-driven approach
• Professionalism and outgoing personality
• Outstanding organizational and multitasking abilities
• Internet connection: Fiber Optics 25mbps.

Benefits

• Comprehensive Medical Insurance Package
• Life Insurance Policy
•  Market-Competitive Salary
•  Performance based annual bonuses
• PTO’s
• Completely remote!
• Equipment provided by the company
•  Amazing work culture.