Client Relations Specialist

2 weeks ago


Portland, Oregon, United States Chen & Associates Full time

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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