Create a positive first impression on behalf of the agency. Actively work with all staff members to provide a comfortable, friendly, and effective work environment.
This position handles a variety of tasks daily and responsibilities and duties change with the environment. Flexibility is key as well as being self-motivated.
Strong attention to detail, ability to multitask, and willingness to help are critical to the success of this position
This position will be tasked with solving problems, thinking strategically, correcting and improving processes, and forward-thinking of short and long-term goals for the success of the agency
Manage and oversee all agency operations for multiple locations
Set up agency management system’s download nightly, review communication log every morning and distribute exceptions report, distribute claims and activity notes report to Licensed CSR, and fix any errors or download issues
Run and manage suspense reports daily (policies, claims, activity notes, and forms)
Handle escalated customer calls if Account Manager is unable to resolve issue
Be available to assist Account Managers, CSRs, and Receptionists as needed with questions and issues
In charge of initial onboarding, including recruitment, job post preparations, reviewing and filtering resumes, conducting initial telephone interviews and reference checks, and drafting offer letters
Manage and administer training for all agency positionsWork alongside the President for any issues requiring corrective action or disciplinary action, up to and including termination
Set up new computers and work stations for any new employee (both McKenna Agency and Lighthouse)
Enable or disable access for new licensed personnel in Nationwide, Applied, Rater, and all other carrier sites
Responsible for correcting and fixing minor IT issues with computer, printer, scanner, fax, postage machine, telephones, and agency systems
Set up downloads for carriers, claims, activity notes, and policy information and ensure successful download procedure is in place for the agency's management system - Applied TAM
Monitor productivity, track success with agency initiatives, and provide feedback and solutions to the President
Conduct file audits to ensure compliance with regulations and guidelines for both the agency and carrier involved
Handle HR concerns for staff members as the initial contact then escalate to the President if necessary
Work alongside the President for any issues requiring corrective action or disciplinary action, up to and including termination
Write up and conduct performance evaluations for all W2 employees annually or per President’s suggestion
Manage hours worked and use strong discernment regarding agency closings/delays for natural disasters, holidays, etc., includingapproving vacation, PTO, and sick requests for staff members
Manage agency website and social media accounts to ensure information is accurate, up-to-date, and in compliance
Review, understand, communicate, and update Agency Handbook as needed with proper legal jargon and labor law requirements
Work closely with the Managing Director – Finance – Backend, President, & Vice President to effectively manage, communicate, and lead Agency in a positive direction
Additional projects and duties as assigned
An active Property & Casualty license in the state of South Carolina is required for this position, along with complying with continuing education requirements
Bachelor’s degree required in a related field (i.e. Risk Management, Business, etc.); Master's preferred
Knowledge of Applied Systems (TAM or EPIC) and independent agency experience is strongly preferred
The McKenna Agency, Inc. team is ethically committed to providing you with thoughtful, professional guidance and personalized service to enable you to establish and maintain control over your financial life. We commit to establishing a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We specialize in providing insurance, retirement planning and business services to meet your needs.
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