About the role
SUMMARY
Responsible for providing customer service and clerical support to assist Producers and service team in supporting existing accounts and soliciting new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sets-up prospect and customer files; sets-up and process dead files; conducts miscellaneous filing; Answers telephone and routes calls to others; operates fax machines, scanners, printers and copiers; Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers; Inputs prospect and customer data into applications; Provides word processing assistance as required; Inputs information into agency management system; Maintains inventory and coordinates ordering of all commonly used office supplies; May conduct agency billing and processing check requests; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High school diploma or equivalent combination of education and experience Up to 2 years related work experience
SKILLS
Good verbal and written communication skills Good customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Proficient in Microsoft Office Suite
Originally posted on Himalayas