Client Engagement Coordinator

1 week ago


Las Vegas, Nevada, United States Matamis Agency LLC Full time
Position Overview

Matamis Agency LLC is experiencing significant growth, and we are in search of a dedicated individual to join our team. This role is full-time and requires a commitment to providing exceptional service to our clients. The Client Engagement Coordinator will surpass customer service expectations for existing clients while also supporting potential clients as they reach out.

Previous experience in the insurance sector and appropriate licensing are essential.

We encourage interested candidates to submit their applications along with the required assessments.


Benefits

Competitive Base Salary + Commission + Bonus Opportunities

Comprehensive Training

Monday to Friday Work Schedule

Opportunities for Career Advancement

Evenings Off

Incentives including Commissions and Bonuses

Monthly Snack Allowance


Key Responsibilities
  • Manage customer policy modification requests.
  • Confirm contact details such as phone numbers, addresses, and emails during each customer interaction and update records accordingly.
  • Respond to incoming calls promptly.
  • Coordinate appointments for sales representatives to engage with prospective clients.
  • Address all inquiries, cancellation requests, and sales inquiries within a designated timeframe.
  • Oversee customer service for the existing portfolio.
  • Process payments for policyholders.
  • Assist customers in adding new policies, whether personal or commercial.
  • Facilitate claims processing when necessary.
  • Support the agent with daily operational tasks.

Qualifications
  • Exhibit a positive, enthusiastic, and proactive demeanor.
  • Ability to manage multiple tasks effectively and follow through on commitments.
  • Exceptional Customer Service Skills.
  • Goal-oriented and driven individual.
  • Capable of handling challenging and stressful situations with tact.
  • Comfortable in a fast-paced environment.
  • Seeking a motivated self-starter.
  • Must possess a property and casualty license and have relevant insurance experience.
  • Being bilingual is an advantage.


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