Joseph W. McCartin Insurance, Inc. is a full-service independent insurance agency with a team of 25+ agents. We are seeking a licensed team member to help support our Life & Health department 25 hours per week.
We provide comprehensive trainingyou bring a strong work ethic, eagerness to learn, and a commitment to helping clients. The ideal candidate is highly detail-oriented, organized, and comfortable working with data and spreadsheets.
This role requires 3 days in office and 2 days WFH. 25 hours total.
Potential for full-time position in the future.
Salary Range: $32.00 - $35.00 per hour
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
401K with employer contribution
Paid Continuing Education Credits
Paid license renewal
Responsibilities
Key Responsibilities
Support clients with coverage changes and service requests
Review applications and enrollment forms for accuracy and completeness; submit to carriers with appropriate documentation
Order requirements (e.g., medical exams) for new insurance applicants
Gather client information and prepare quotes using agency systems
Assist with coordinating group health insurance renewals
Prioritize tasks and manage workflow to ensure timely and accurate processing
Maintain organized electronic files in accordance with agency standards
Uphold a high level of professionalism in all interactions
Qualifications
Life & Health insurance license required
2+ years of insurance experience preferred
Strong computer skills, including Microsoft Officeespecially Excel
Excellent written and verbal communication skills
Highly detail-oriented with strong accuracy and follow-through
Ability to manage multiple tasks and meet deadlines
Team-oriented with a collaborative mindset