This is a remote position.
Role Name: Customer Support and Admin Role
Schedule:
- Fulltime EST Mon Tues Thurs & Fri 9AM to 5:30 PM. Wed 9AM to 6PM
Client Timezone: Eastern Time (ET)
Client Overview
Join a dynamic and rapidly expanding independent insurance agency based in sunny Florida. Our client is at the forefront of the insurance industry leveraging cuttingedge technology and personalized service to meet the evolving needs of their customers. As a growing agency we offer an exciting opportunity for motivated individuals to contribute to our success and grow their careers in a fastpaced collaborative environment.
Job Description
We are seeking a detailoriented and techsavvy Customer Support and Admin professional to become an integral part of our operations team. In this multifaceted role you ll be the backbone of our customer service and administrative functions ensuring smooth daytoday operations while contributing to our agency s growth. You ll have the opportunity to work with stateoftheart CRM systems play a crucial role in our quote process and directly impact customer satisfaction. This position offers a unique blend of administrative tasks and customer interaction perfect for someone who thrives in a dynamic environment and enjoys making a tangible difference in a growing business.
Responsibilities
- Manage and update customer information in our advanced CRM system ensuring data accuracy and completeness
- Process and prioritize insurance quote requests contributing to our efficient quote voting process
- Handle administrative tasks with precision including filling out and filing court forms and other critical documentation
- Provide exceptional customer service by assisting with inquiries and offering basic information about our insurance products
- Conduct light outbound calling for nonlicensed tasks such as following up with mortgage companies and handling payment inquiries
- Collaborate with our sales and service teams to streamline operations and enhance overall efficiency
- Contribute innovative ideas to improve our processes and customer experience
- Will also need to make some outbound calls
Requirements
- Excellent organizational skills with a proven ability to multitask in a fastpaced environment
- Strong attention to detail and a commitment to maintaining high accuracy in all tasks
- Proficiency in using CRM systems and general computer skills with a quick learning ability for new software
- Outstanding written and verbal communication skills with a professional and friendly demeanor
- Basic understanding of insurance concepts (comprehensive training will be provided)
- Selfmotivated with the ability to work independently and collaboratively as part of a team
- Experience in the insurance industry is a plus but not required
- Comfort with handling a high volume of administrative tasks and customer interactions
- Flexibility to adapt to changing priorities and willingness to take on new challenges
- Strong problemsolving skills and a proactive approach to addressing customer needs
Note might also need to do some outbound calling from time to time. Should be comfortable with this.
Benefits
Will earn bonuses and commissions from the outbound calls
.