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Insurance Planning and Design, LLC

09 Sep 2019 2:36 PM | Amy Treis (Administrator)

Company Name

Insurance Planning and Design, LLC

Position Title:

Full time Insurance administrative client support position.

Wage Range:

call to discuss

Job Description:

Qualities

Friendly, task orientated, works well with others on a team, confident, eager and willing to learn new things, good phone etiquette, punctual.

Functional Responsibilities

Must be able to;

Proficient at interacting with people on the phone.
Proficient at greeting clients and making them feel welcome.
Proficient at operation a Windows Based computer.
Proficient at MS Word, Excel, PowerPoint.
Proficient at email.
Proficient in basic math.

Education Requirements:

No college degree required but preferred.
Minimum 1 year experience working in an insurance agency or financial services firm.
Preferred insurance agency experience.
No license required but Florida P&C 440 License preferred.

Name

Jeremy Keller

Phone Number

(941) 866-1414

Fax Number

(941) 361-1494

Email

jeremy@ipdadvisors.com

Website

http://www.ipdadvisors.com


8430 Enterprise Circle, STE 140
Lakewood Ranch, FL 34202

941-757-1664 | info@lwrba.org

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