Insurance Team Assistant
4 weeks ago
Key Responsibilities:
- Provide warm and welcoming greetings to clients in person and over the phone, directing them to the appropriate team members.
- Manage appointment scheduling and office communications with precision.
- Assist in handling incoming inquiries and maintaining accurate customer records.
- Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
- Deliver exceptional customer service and follow up on client needs with a focus on satisfaction.
- Support the team with various administrative tasks and projects, ensuring seamless operations.
Requirements:
- Previous experience in a receptionist or customer service role.
- Excellent communication and interpersonal skills, with a strong ability to engage with clients.
- Strong organizational and multitasking abilities, with a focus on efficiency and accuracy.
- Comfortable with engaging in sales conversations and identifying opportunities to offer insurance solutions.
- Basic computer skills, including Microsoft Office and CRM systems, with a willingness to learn and adapt.
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