CSR Internal Support for Insurance Agency

3 days ago


Tukwila, United States Vault Insurance & Investments Full time

Company Description

Vault Insurance & Investments in Tukwila, WA, focuses on providing independent, comprehensive investment advisory and insurance services tailored to fit individual financial goals and insurance needs.


Role Description

This is a full-time on-site role for a CSR/Internal Support at Vault Insurance & Investments. The CSR/Internal Support member will be responsible for providing customer service and internal support, ensuring customer satisfaction, and enhancing the overall customer experience on a daily basis.


Qualifications

  • Customer service representative and customer support skills
  • Customer satisfaction and customer service skills
  • Ability to enhance the customer experience
  • Excellent verbal and written communication skills
  • Strong problem-solving and interpersonal skills
  • Experience in the insurance or financial services industry is a plus
  • High school diploma or equivalent required; additional certifications are beneficial


Duties include (but not limited to) the following:

  • Correspond with clients regarding changes.
  • Track case management for agents.
  • Schedule and confirm appointments.
  • Maintain and update client records.
  • Scan/file (paperless system).
  • Cross-train for other roles (vacation coverage).


The candidate we are looking for should be able to demonstrate:

  • Attention to detail
  • Solid written and verbal communication
  • Quality customer service (working with clients and assisting them with updates and changes)
  • Strong computer skills


The position will average 32-38 hours per week.

This is not a remote position and will require on-site work in an office setting.

An insurance license is a plus but not required.


Benefits:

  • Medical
  • Dental
  • Vision
  • 401k

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