Serves as primary processor of client-related documents and services.
Utilizes standard processes to increase effectiveness and improve overall service delivery.
Administers defined processes, analyze data, and suggests improvements.
Provides professional, timely, and accurate output to customers and internal team members.
Partners with the team to manage the workload and deliver exceptional customer service.
Improves client satisfaction by meeting and exceeding customer service standards.
Receives and responds to client calls and email requests per Customer Service Standards.
Works side-by-side with the team and fosters on-going, open communication, and manages the workload.
Facilitates a team environment that promotes collaboration and trusted partnerships.
Stays on top of priorities and reprioritizes as needed, while maintaining accuracy of output.
Requirements
Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located, OR the ability to obtain this within six months of hire.
Proficient in Microsoft Office Products
Must be comfortable in an electronic environment with strong computer skills.
Excellent people skills and ability to work well in a team environment.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail
High school diploma or GED (college preferred)
A minimum of 2 years' experience within the insurance industry or business-related setting
Current Property and Casualty License OR Life and Health License
Benefits
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
…and so much more!
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysiscustomer serviceprocess administrationdocument processingservice delivery improvement
Soft skills
team collaborationcommunicationorganizational skillsattention to detailcustomer satisfaction
Certifications
Insurance LicenseProperty & Casualty LicenseHealth & Life License