Insurance and Financial Services Operations Coordinator

4 weeks ago


Alameda, California, United States Kellylux Full time

Role Overview:

We are seeking a highly organized and detail-oriented professional to join our team as an Insurance and Financial Services Operations Coordinator at Kellylux. This role will play a vital part in equipping our agency to continually achieve its goals.

Key Responsibilities:

  • Customer Relationships: Establish strong relationships with customers, ensuring their needs are met through timely follow-ups and exceptional service.
  • Customer Service: Provide prompt, accurate, and friendly customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Needs-Based Review Process: Utilize a customer-focused approach to educate clients about insurance options, promoting informed decision-making.
  • Office Maintenance: Ensure the office is well-maintained and equipped to meet customer needs, fostering a productive work environment.

Requirements:

  • Excellent Communication Skills: Possess excellent written, verbal, and listening skills to effectively interact with customers and team members.
  • Organization and Detail-Oriented: Demonstrate high levels of organization and attention to detail, ensuring seamless operations and accurate record-keeping.
  • Customer Service Experience: Possess experience in customer-facing roles, with a preference for those with supervisory or sales experience.
  • Problem-Solving: Be proactive in resolving issues and collaborating with colleagues to achieve agency objectives.
  • Technical Skills: Proficient in Windows computer applications and able to coordinate efforts with team members.

Benefits:

  • Paid Time Off: Enjoy paid holidays and personal/sick days, allowing for a healthy work-life balance.
  • Salary and Commission: Receive a competitive salary plus commission/bonus structure (salary range includes commissions).
  • Health Benefits: Enjoy comprehensive health benefits, supporting your overall well-being.
  • Growth Opportunities: Explore opportunities for advancement within the agency, aligning with your career goals.

Estimated Salary Range: $50,000 - $65,000 per annum, depending on location and qualifications. We offer a dynamic work environment, making this an attractive opportunity for professionals seeking growth and development.

About Kellylux: As a leading provider of insurance and financial services, we prioritize building long-lasting relationships with our customers and team members. Our commitment to excellence drives us to continuously improve our services, ensuring we stay ahead in the industry.



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