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Seasonal Client Support Specialist

2 months ago

Eagle Bend, Minnesota, United States Klein Insurance Full time
Job Overview

Temporary Customer Service Representative

Klein Insurance is in search of a dedicated individual who embodies our core principles of open-mindedness, diligence, optimism, and teamwork while maintaining the utmost integrity. This position is designated for our office location.

Role Summary
This position serves as a temporary customer service representative role. We are looking for someone who excels in a dynamic professional setting and possesses robust technical skills.

Key Responsibilities

  • Ensure precise data management and documentation within the company’s management system.
  • Handle incoming calls, direct inquiries, and take messages as necessary.
  • 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 paperless filing system in line with Klein Insurance protocols.
    • Executing tasks assigned by the team lead.
  • Open, sort, and distribute incoming mail, respond to correspondence, and prepare outgoing mail.
  • Engage with customers, colleagues, and other stakeholders to provide information and answer queries.
  • Manage calendars and coordinate appointments.
  • Participate in travel for company training as required.
  • Efficiently manage and execute tasks across the organization.

Required Qualifications

  • Proficient technical aptitude with business tools (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 oral and written communication skills, including grammar, spelling, and proofreading.
  • Able to effectively communicate with all levels of management, colleagues, and external parties.
  • Strong organizational skills with attention to detail and the ability to prioritize tasks.
  • Capability to multitask and maintain focus on projects amidst frequent interruptions.
  • Ability to uphold confidentiality and discretion regarding sensitive information.

Work Schedule
Monday to Friday: 8:30 AM - 4:30 PM

About Klein Insurance
Klein Insurance is an independent insurance agency serving clients across multiple states through its various locations. Our independence allows us to thoroughly explore the insurance marketplace, ensuring that we match our clients' specific needs with the most suitable insurance carriers. We pride ourselves on being a full-service agency, providing comprehensive solutions for all insurance requirements, including auto, home, health, business, and specialty insurance.