About this role
Role Overview
- Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
- Research, communicate, and accurately resolve *complex customer service needs according to the commitments and standards set forth by the department
- Assist in preparation and production of professional materials for presentations
- Exhibit client focused behavior and applies knowledge and training to support client needs
- Answer calls, research and process customer requests, and documents actions as appropriate
- Ensure that all internal controls and procedures are followed
- Input data into the appropriate software for vendors/carriers/clients within required timeframe
- Demonstrate expertise when operating all department equipment and software applications
- Execute administrative duties as assigned
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED required
- At least 5 years of relevant work experience in the insurance industry
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally