Truliant Insurance Agency Coordinator

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

• Manages and supervise the day-to-day operations of the insurance agency office, ensuring efficient workflow and adherence to established procedures.
• Coordinates and oversees administrative tasks, including but not limited to, filing, data entry, document management, correspondence, Quality & Assurance and reporting functions.
• Develops and implements office policies and procedures to enhance productivity and ensure compliance with regulatory requirements.
• Monitors and maintains office supplies and equipment, coordinating repairs and replacements as needed.
• Trains and supervises administrative staff, providing guidance and support to ensure high-quality work and professional development.
• Provides assistance to staff on technical issues when necessary.
• Stays informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques
• Performs all Insurance Services job functions and provides backup when necessary.
• Develops and implements member satisfaction monitoring processes.
• Monitors and updates insurance databases and systems to ensure accurate and up-to-date information.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have strong knowledge of insurance agency operations, including understanding of insurance products, policies, and procedures.
• Must be proficient with AMS360 report functions
• Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote
• Must have excellent leadership and supervisory skills, with the ability to motivate and inspire a team.
• Must have exceptional organizational and multitasking abilities, with a keen eye for detail.
• Must have excellent communication and interpersonal skills, with the ability to interact professionally with staff, clients, and insurance carriers.
• Must be proficient in using office productivity software and insurance agency management systems.
• Strong problem-solving and decision-making skills, with the ability to prioritize tasks and handle multiple deadlines.
• Must have knowledge of regulatory requirements and compliance standards in the insurance industry.
• Must maintain confidentiality and handle sensitive information with discretion.
• Must have a professional demeanor and a positive attitude.
• Must be able to work in a general office environment
• Must be flexible and able to shift resources and priorities as required
• Should possess a strong commitment to providing excellent service to Truliant's members, both internal and external

Physical Requirements

• Occasional standing, walking, bending, and stooping required
• Must be able to sit at a desk for moderate periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• Associates degree in business administration or a related field preferred.
• Minimum of 3-5 years of experience in office management, preferably in an insurance agency or related industry preferred
• CRM experience preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account