Insurance Office Assistant
Job Description
Job Description
Benefits:
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Training & development
Join Shelter Insurance as an Insurance Office Assistant, where you will play a crucial role in supporting our team and enhancing client experiences. This dynamic position offers an exciting opportunity to grow within a thriving insurance firm dedicated to providing exceptional service in Bourbonnais, IL. Responsibilities:
- Assist clients with inquiries and provide exceptional customer service.
- Data entry and CRM management
- Assist agent with field task (e.g taking photos, and collecting data)
- Manage and organize insurance documents and client files efficiently.
- Schedule appointments and maintain calendars for insurance agents.
- Process policy applications and renewals accurately and promptly.
- Coordinate communication between clients and insurance carriers.
- Maintain office supplies and ensure a well-organized workspace.
- Support team members with administrative tasks as needed.
- Utilize insurance software to update client information and track leads.
- High school diploma or equivalent; relevant experience preferred.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and insurance software.
- Detail-oriented with excellent organizational abilities.
- Ability to work independently and as part of a team.
- Prior experience in an office or insurance setting is a plus.
- Positive attitude and a commitment to client satisfaction.
- Willingness to learn and adapt in a fast-paced environment.
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