Job Description:

This role will provide essential support by managing client interactions, scheduling appointments, handling documents and data entry. Key responsibilities will include answering phones, responding to emails, filing paperwork, updating databases, and preparing client quotes and documents.  This job requires strong computer skills, attention to detail and excellent customer service.

Key Responsibilities:

Client & Customer Service: Answering phones, responding to emails and inquires, and directing clients to the appropriate agents.

Administrative Support: Scheduling appointments and meetings, managing agent schedules, running quotes and creating client documents.

Data & Document Management: Performing data entry, updating client databases, preparing documents related to quotes, policies, renewals, etc.

Required Skills & Qualifications

Technical Proficiency: Strong computer skills, including proficiency with Microsoft Office Suite (Word, Excel, Outlook). Some experience with insurance management software recommended but not required.

Communication Skills: Excellent verbal and written communication skills for interacting with clients and colleagues.

Attention to Detail: Crucial for accuracy in data entry, quoting, document review and handling sensitive client information.

Customer Service: A strong customer focus to assist clients efficiently and professionally.

Common Qualifications

Education: A high school diploma or GED is required. Recommended a minimum of an Associates degree in business administration or a related field being a preference.

Experience: Previous experience in administrative support and customer service is required. Prior experience in the insurance industry is preferred.

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