Levi & Associates Insurance Agency

Position Summary:

Provide prompt, accurate and courteous service to clients and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth working with management and other personnel on special projects or duties as directed.

About Us:

As an established insurance brokerage company dating back to 1993, Levi & Associates offers the comprehensive, large scale coverage that businesses expect, while still providing a personalized approach that families and employees connect with. We insure more companies in Palm Beach County than anyone else. No matter your insurance needs, Levi & Associates can develop a program tailored to your individual circumstances.

Major Responsibilities:

• Providing exceptional customer service to clients and colleagues

• Conducting proactive & timely customer follow-up

• Resolving customer issues & concerns

• Responding to service and sales inquiries

• Maintaining accurate records utilizing QQ Catalyst

• Partnering with management to manage expectations and meet deadlines

• Managing administrative requests and tasks

• Prioritizing & executing special projects and assignments

• Facilitating accounts receivable and collection efforts

• Following-up on leads and referrals

Minimum Qualifications/Requirements:

• Education requirement: High school diploma or equivalent is required, college degree preferred.

• Active 2-20 Florida P&C License required.

• Professional designation is a plus.

• Knowledge of QQ Catalyst system or similar agency management system preferred but not required.

• Good listening skills, attention to detail, and a positive attitude are essential. Knowledge of commercial insurance and products.