About this role
Purpose of Job:
- To provide prompt, efficient, high-quality service to designated accounts in support of the Account Executive and Account Manager.
- To back-up receptionist with walk-ins.
- To assist in the retention of existing accounts.
Responsibilities:
- Process daily mail that has been distributed by First Impressions
- Review & process daily download for Account Executive & Account Manager
- Process change, billing, & cancellation requests for clients
- Process mortgage requests and changes
- Communicate with Account Executive & Account Manager on renewal book of business
- Provide excellent service at all times
- Communicate with Team Members in a professional manner
- Learn specific company coverage offerings
- Help in maintaining up-to-date client contact information
Job Qualifications:
- Advanced computer skills
- Purpose of Job: Self-Motivation
- Ability to work in a team environment
- Exceptional communication and time management skills
- Ability to multitask
Performance Measurements:
- Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management and account retention.
Benefits:
- 401k Match
- Profit Sharing
- Section 125 - Daycare, Health, Dental & Vision
- 35 Hour Work Week
- Vacation
- PTO
- 7 Paid Holidays & Birthday off
- HSA Health Insurance - 100% of Employee Paid
- $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
- Licensing & CE Scheduled & Paid by Agency
- Group Long Term Disability - at your cost
- Group Dental - at your cost
- Group Vision - at your cost
- Aflac Benefits - at your cost
- LegalShield - Shared cost