Job description

Office Assistant/Appointment Setter

Davis & Wallman Financial, LLC (an Agency within the Horace Mann Companies) – Rensselaer, IN

Position Description:
The Office Assistant/Appointment Setter for Davis & Wallman Financial provides administrative assistance and support to the sales team’s office functions and sales objectives. This position requires an individual to be a self-starter that is motivated and highly organized, must have excellent verbal and written communication skills, and be a team player. This individual must maintain sound judgment and problem-solving skills working within office guidelines.

Requirements:

• High school education (or equivalent)
• 2 – 5 years related administrative support experience required
• Computer proficiency (Microsoft Word, Excel, Outlook, working knowledge of data bases)
• Time management skills with emphasis on consistent accuracy and attention to detail
• Client service oriented
• Ability to efficiently balance multiple and varied tasks, handle interruptions and meet deadlines
• Dependable and self-motivated to succeed
• Must qualify for and obtain Personal Lines insurance license before start date
• Capable of taking initiative, assuming responsibility and handling confidential information with discretion
• Ability to manage multiple calendars, schedule appointments, and prep for meetings
• Sales experience a plus

Compensation Description:

• Wage commensurate with experience
• Annual bonus based upon goals
• Monday – Friday/40-hour week
• Matching retirement plan
• PTO
• Health benefits negotiable

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Rensselaer, IN 47978: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)

Work Location: In person

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