Seasonal Client Support Specialist
2 weeks ago
Position: Temporary Customer Service Representative
Klein Insurance is in search of a dedicated individual who embodies our core principles of being open-minded, diligent, optimistic, and a collaborative team member while maintaining the utmost integrity. This role is focused on delivering exceptional customer service in a dynamic professional setting.
Key Responsibilities- Ensure precise data entry and documentation within the company's management system.
- Handle incoming calls, directing them appropriately and taking messages as needed.
- Assist in completing new client intake forms for agents to facilitate quoting.
- Work under the guidance of your team lead, which includes but is not limited to:
- Maintaining a digital filing system in line with Klein Insurance protocols.
- Completing tasks assigned by the team lead.
- Sort and manage incoming mail, respond to correspondence, and prepare outgoing mail.
- Engage with customers, employees, and other stakeholders to provide information and answer inquiries.
- Organize calendars and coordinate appointments.
- Participate in company training sessions as required.
- Efficiently manage and execute tasks across the organization.
- Proficient technical skills with business software (e.g., Microsoft Word, Excel, CRM systems).
- Typing proficiency of 50 words per minute with 95% accuracy.
- A minimum of 2 years of experience in administrative support is preferred.
- Demonstrated experience in customer service.
- Exceptional verbal and written communication skills, including grammar, spelling, and proofreading.
- Able to effectively communicate with all levels of management and external parties.
- Strong organizational abilities, attention to detail, and capability to prioritize tasks.
- Ability to multitask and maintain focus amidst frequent interruptions.
- Commitment to confidentiality and discretion regarding sensitive information.
Monday to Friday: 8:30 AM - 4:30 PM
About Klein InsuranceKlein Insurance is an independent insurance agency dedicated to serving clients across multiple states. Our agency prides itself on conducting thorough searches of the insurance marketplace to match clients' specific needs with the most suitable insurance carriers. We offer a comprehensive range of insurance solutions, including auto, home, health, and business insurance, ensuring our well-trained staff goes above and beyond to meet client requirements.
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