Client Relations Executive Assistant
1 week ago
We are seeking a dedicated Client Relations Executive Assistant to support our Account Managers at Dukes Insurance Agency. The ideal candidate will possess a warm and professional attitude, strong communication abilities, and a commitment to delivering high-quality work.
Key Responsibilities:
- Collaborate closely with Account Managers and the agency Owner, assisting with Certificates, Endorsements, and Policies as required.
- Acquire knowledge of the agency's insurance offerings.
- Manage customer accounts and policy documentation.
- Thoroughly review Policies for errors prior to distribution to clients.
- Handle incoming calls efficiently.
- Maintain organized filing systems.
Qualifications:
- High school diploma or equivalent.
- Prior experience in customer service is preferred.
- Eagerness to learn about insurance products and policy documentation.
- Professional and approachable demeanor.
- Strong communication and interpersonal skills.
- Basic proficiency in computer applications.
- Proficient typing skills.
- Familiarity with telephone systems and call management.
Dukes Insurance Agency is a reputable commercial insurance brokerage dedicated to providing exceptional service and support to our clients.
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