Administrative istant
Administrative istant
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Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
Job Description
As an Administrative Assistant you ll play a pivotal role in ensuring smooth operations and exceptional client service for this forwardthinking insurance agency. Utilizing stateoftheart CRM systems and workflow management tools you ll be at the heart of policy administration client communications and data management. This position offers a unique blend of administrative expertise and insurance industry knowledge providing an excellent stepping stone for a rewarding career in the financial services sector. You ll work closely with licensed agents contributing directly to the agency s success while developing valuable skills in customer service data analysis and process optimization.
Responsibilities
- Monitor CRM alerts for policy changes and premium adjustments ensuring timely client notifications
- Manage followups on pending cancellations and nonpayment situations using tailored communication strategies
- Perform accurate data entry transferring critical information between CRM systems and carrier websites for quote generation
- Optimize workflow using advanced tools like Agency Zoom ensuring efficient task completion and seamless handoffs
- Craft clear professional client communications to facilitate timely insurance payments and policy updates
- Prepare comprehensive data sets for licensed agents to review and finalize policy bindings
- Contribute to process improvement initiatives enhancing overall agency efficiency and client satisfaction
Requirements
- Sharp attention to detail and unwavering commitment to data accuracy
- Customer service experience or similar required with insurance background preferred
- Excellent written and verbal communication skills with the ability to convey complex information clearly
- Proficiency in CRM systems with experience in Hawk Soft being a significant advantage
- Demonstrated ability to quickly adapt to new software platforms and workflow processes
- Prior experience in customer service or financial services is highly valued
- Flexibility to work independently during offhours or overnight shifts as needed
- Strong time management skills and ability to prioritize tasks effectively in a dynamic environment
- Commitment to maintaining strict confidentiality with sensitive client information
- Enthusiasm for continuous learning and staying updated on insurance industry trends
- Potential for future growth into roles involving direct client phone interactions
Requirements
insurance background preferred Customer service experience or similar
Employment Type
Full Time
