Insurance Team Assistant
1 month ago
Key Responsibilities
- Provide a warm and welcoming experience for clients, both in person and over the phone, ensuring they are directed to the appropriate team members.
- Manage appointment scheduling and office communications with precision and efficiency.
- 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 building strong relationships.
- Support the team with various administrative tasks and projects, ensuring seamless day-to-day operations.
Requirements
- Previous experience in a receptionist or customer service role, with a proven track record of providing excellent service.
- Excellent communication and interpersonal skills, with the ability to engage with clients and colleagues alike.
- Strong organizational and multitasking abilities, with a focus on prioritizing tasks and managing multiple projects simultaneously.
- 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 to new technologies.
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