Tech Stack

Description

You will be responsible for daily servicing of clients, including processing new and renewal business while maintaining exceptional customer relations. This role involves handling administrative tasks, servicing clients in a timely manner, and performing duties to establish, service, and maintain accounts.

Requirements

• Strong organizational skills with ability to prioritize multiple tasks seamlessly
• Excellent attention to detail
• Proficient written and verbal communication skills
• Proactive approach to problem-solving
• Ability to achieve high performance goals and meet deadlines in a fast-paced environment
• Ability to handle confidential information with discretion
• Adaptable to various competing demands
• Demonstrate highest level of customer/client service and response
• Flexible and creative thinker regarding continuous improvements
• Ability to analyze and evaluate results to choose best solutions
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro
• Strong technical/computer ability including knowledge of SharePoint Online and Office 365
• Ability to attain 4-40 insurance license
• High school diploma or equivalent
• Insurance experience preferred but not required

Responsibilities

• Maintain open items checklists/timelines
• Prepare certificates of insurance
• Assist account managers with client insurance servicing tasks
• Perform administrative office tasks