Insurance Team Assistant
4 weeks ago
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to engage in sales conversations and provide excellent customer service. Responsibilities include greeting clients warmly, managing appointment scheduling, and assisting with administrative tasks.
Key Responsibilities
- Greet clients and direct them to the appropriate team members.
- Manage appointment scheduling and office communications.
- Assist with handling incoming inquiries and maintaining customer records.
- Engage in sales conversations with prospective and existing clients.
- Provide excellent customer service and follow up on client needs.
- Support the team with various administrative tasks.
Requirements
- Previous experience in a receptionist or customer service role.
- Excellent communication and interpersonal skills.
- Strong organizational and multitasking abilities.
- Comfortable with engaging in sales conversations.
- Basic computer skills, including Microsoft Office and CRM systems.
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