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Staff Assistant

2 months ago

Flowery Branch, Georgia, United States Mike Edmondson - State Farm Agent Full time
Staff Assistant - Agent Team Member

We are seeking a highly organized and detail-oriented individual to join our team as a Staff Assistant - Agent Team Member at Mike Edmonson - State Farm Agent.

Key Responsibilities:
  • Greet clients and provide exceptional customer service.
  • Manage schedules, book appointments, and maintain office supplies.
  • Prepare and process insurance forms, manage client files, and ensure accurate completion and filing.
  • Enter client information into the agency management system and update records as necessary.
  • Handle billing inquiries, process payments, and follow up on overdue accounts.
  • Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
  • Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
Requirements:
  • Previous administrative or customer service experience, preferably in an insurance or financial services setting.
  • Proficiency in Microsoft Office Suite and familiarity with agency management software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to multitask and prioritize tasks effectively.
  • Friendly and professional demeanor with a strong focus on customer satisfaction.
  • High level of accuracy in data entry and document preparation.
  • Ability to handle client issues and find effective resolutions.