Client Relations Specialist
2 weeks ago
Client Relations Specialist
Location: Portland, OR, USA
Job Type: Full Time
About the Role:
As a Client Relations Specialist, you will be the first point of contact for our clients, providing a warm welcome and assisting them with their needs. Your role will include:
- Greeting and directing visitors in a professional manner.
- Managing incoming phone calls by screening and forwarding them appropriately.
- Sorting and distributing daily correspondence.
- Assisting clients with auto and home insurance quotes.
- Documenting customer interactions related to insurance inquiries.
Responsibilities and Duties:
- Welcome guests promptly upon their arrival.
- Guide visitors to the correct personnel and office spaces.
- Handle incoming calls with professionalism and clarity.
- Maintain a tidy and organized reception area, ensuring all necessary materials are available.
- Provide accurate information to clients in person and through phone or email.
- Oversee the sorting and distribution of mail and deliveries.
- Ensure office security by adhering to safety protocols and managing access through the reception desk.
- Order and manage front office supplies, keeping track of inventory.
- Assist in scheduling meetings and updating calendars.
- Coordinate travel arrangements and accommodations as needed.
- Perform various clerical tasks, including filing and photocopying.
Pay: $20.00 per hour
Requirements:
Qualifications and Skills:
- Demonstrated experience in a receptionist or front office role.
- Proficient in Microsoft Office Suite.
- Experience with office equipment such as fax machines and printers.
- Professional demeanor and appearance.
- Strong written and verbal communication abilities.
- Resourceful and proactive in resolving issues.
- Excellent organizational and multitasking skills.
- Customer service-oriented mindset.
- High school diploma; additional certification in Office Management is advantageous.
- Bilingual abilities in languages such as Chinese, Spanish, or Vietnamese are a plus.
COVID-19 Precautions:
- Vaccination is required; proof of vaccination must be provided.
- Regular sanitization of common surfaces is mandatory.
About the Company:
Chen & Associates is a rapidly expanding independent insurance agency, part of a comprehensive financial services network. Our services encompass mortgage, life brokerage, and wealth management, with multiple office locations to serve our clients effectively.
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