All Things Insurance Benefits - Insurance Agency is seeking a dedicated and enthusiastic Insurance Customer Service Representative/Administrative Assistant to join our team. This role is vital in ensuring an exceptional client experience by managing customer relationships, making and returning calls and texts, scheduling appointments, handling data entry and assisting with insurance case management. If you have excellent communication skills, and a passion for helping clients navigate their insurance needs, we'd love to hear from you.

Key Responsibilities:

Respond promptly to incoming calls, texts/chats and emails.

Maintain accurate data and client interactions in CRM-Client Relationship Management database.

Utilize Microsoft Office Suite - (Word, Excel, Outlook, PowerPoint) for documentation and communication.

Email management by creating folders or unscribe and delete.

Schedule and manage appointments efficiently.

Insurance case management to assist clients through policy applications and claims.

Provide outstanding customer service to ensure client satisfaction and retention, responding to client service inquiries and following up as needed.

Willing to learn what is needed to advance the company to assist the clients.

Medicare and/or insurance experience preferred to assist with enrollment and plan selection.

Maintain organizational processes to streamline client interactions and follow-ups.

Qualifications and Skills:

Previous experience in customer service is required. Some college preferred.

Experience in outside sales, retail sales, Medicare, insurance sales or benefits administration is advantageous.

Life and Health Insurance license is preferred.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) (50-60 WPM) is required.

Excellent organizational, scheduling and email management skills is required.

Ability to handle multiple tasks and meet deadlines in a fast-paced environment independently is required.

Candidates must pass background check - No DUI, DWIs or felonies accepted.

All Things Insurance Benefits

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Insurance Customer Service Representative