What are the responsibilities and job description for the Office Representative position at Adams EZ Tax?
Job Summary
We are seeking a dynamic and proactive Office Representative to join our team! In this vital role, you will serve as the face of our organization, providing exceptional customer service, managing administrative tasks, and supporting sales initiatives. Your energetic approach and excellent communication skills will help foster strong client relationships, streamline office operations, and contribute to our overall success. This paid position offers an exciting opportunity to develop your skills in sales, insurance knowledge, and client engagement within a fast-paced environment.
Responsibilities
- Greet clients and visitors warmly, ensuring a positive first impression of the organization
- Manage customer inquiries via phone, email, and in person with professionalism and enthusiasm
- Assist with sales administration tasks, including processing quotes, policy applications, and benefits enrollment
- Support outside sales efforts by coordinating appointments, follow-ups, and client outreach activities
- Build and maintain strong customer relationships through effective communication and personalized service
- Maintain accurate records using CRM (Customer Relationship Management) systems and Microsoft Office tools
- Experience
- th insurance regulations such as HIPAA and other applicable standards while handling sensitive information
- Prior experience in retail sales or telemarketing is highly desirable
- Strong analysis skills for evaluating client needs and recommending suitable solutions
- Bilingual or multilingual abilities to serve diverse client populations are preferred
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems for efficient data management
- Excellent communication skills for client interaction and negotiation in a professional manner
- Quick Books needed
- Demonstrated ability to build lasting customer relationships through exceptional customer serviceJoin us as an Office Representative where your energy fuels our success! Bring your passion for sales, your knack for building rapport, and your commitment to delivering outstanding service. Together, we’ll create a vibrant environment that supports growth—both yours and ours!
Pay: $10.00 - $15.00 per hour
Work Location: In person
Salary : $10 - $15