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Seasonal Client Support Specialist
2 months ago
Position Overview
Klein Insurance Inc. is in search of a dedicated individual who embodies our core principles of open-mindedness, diligence, positivity, and teamwork while maintaining the utmost integrity. This role is situated within our customer service department.
Key Responsibilities
- Ensure precise data entry and documentation within the company’s management system.
- Handle incoming calls, directing them appropriately and taking messages as needed.
- Assist in completing new client intake forms for agents to facilitate quoting.
- Collaborate under the guidance of your team lead, which includes but is not limited to:
- Maintaining a digital filing system in line with Klein Insurance protocols.
- Taking on projects assigned by the team lead.
- Sort and manage incoming mail, respond to correspondence, and prepare outgoing mail.
- Engage with customers, staff, and other stakeholders to provide information and answer inquiries.
- Organize calendars and coordinate appointments.
- Participate in company training sessions as required.
- Effectively manage and execute tasks across the organization.
- Proficient technical skills with business applications (e.g., Microsoft Word, Excel, CRM systems).
- Typing proficiency of at least 50 words per minute with 95% accuracy.
- A minimum of two years in an administrative support role is preferred.
- Demonstrated experience in customer service.
- Exceptional verbal and written communication abilities (including grammar, spelling, punctuation, and proofreading).
- Capability to communicate effectively with all levels of management, colleagues, and external contacts.
- Strong organizational skills with attention to detail and the ability to prioritize tasks.
- Ability to multitask and maintain focus amidst frequent interruptions.
- Commitment to confidentiality and discretion regarding sensitive information.
- Monday to Friday: 8:30 AM - 4:30 PM
Klein Insurance Inc. is an independent insurance agency serving clients across multiple states. Our commitment to our clients is reflected in our thorough approach to finding the best insurance solutions tailored to their needs. As a full-service agency, we offer a wide range of insurance products, ensuring our clients receive comprehensive coverage options.
Your Future with Klein Insurance Inc.
If you are seeking a role that provides flexibility, stability, and competitive compensation, consider a career with us. As an independent insurance agency, we offer a diverse range of policies from various insurance providers, ensuring our clients receive the best protection at competitive rates. The demand for skilled insurance professionals continues to grow, making this an excellent career opportunity.
