What are the responsibilities and job description for the Customer Service Representative position at Hayden Berend Insurance Agency?
Job Summary
We are seeking an energetic and dedicated Customer Service Representative to join our dynamic team! In this role, you will be the first point of contact for our customers, providing exceptional support and ensuring their needs are met with professionalism and enthusiasm. Your positive attitude and strong organizational skills will help create a welcoming environment while efficiently managing inquiries, appointments, and administrative tasks. This paid position offers an exciting opportunity to develop your office management and customer service skills in a fast-paced setting.
Duties
- Respond promptly to customer inquiries via multi-line phone systems, email, and in-person interactions, delivering friendly and professional support.
- Manage front desk operations, including greeting visitors, handling check-ins, and maintaining a tidy reception area.
- Utilize computer skills to perform data entry, update customer records, and process transactions using software such as QuickBooks and Microsoft Office.
- Support office management tasks such as filing, proofreading documents, calendar management, and organizing appointments.
- Assist with bookkeeping duties including basic bookkeeping tasks and record reconciliation.
- Maintain excellent phone etiquette while directing calls accurately and efficiently to appropriate departments or personnel.
- Support administrative functions like proofreading correspondence, managing office supplies, and supporting team members with clerical tasks.
Requirements
- Proven experience in office management or administrative support roles with strong organizational skills.
- Excellent computer literacy including proficiency in Microsoft Office (Word, Excel, Outlook), Google Workspace, and data entry.
- Prior experience with QuickBooks or similar bookkeeping software is preferred.
- Strong customer service background with the ability to handle multiple phone lines and provide support via various communication channels.
- Bilingual abilities are highly desirable to serve diverse client needs effectively.
- Knowledge of front desk procedures, phone etiquette, filing systems, and clerical practices.
- Experience as a dental or medical receptionist or personal assistant is a plus.
- Ability to manage time efficiently while multitasking in a fast-paced environment; excellent proofreading skills are also valued. Join us to be part of a vibrant team where your organizational talents and customer-focused approach will make a real difference! This role offers meaningful growth opportunities in office administration while ensuring every customer interaction is positive and memorable.
Pay: $30,000.00 - $40,000.00 per year
Work Location: In person
Salary : $30,000 - $40,000