What are the responsibilities and job description for the Client Service Specialist position at Tucker Insurance Agency?
VISION OF THE ROLE:
The Client Service Specialist helps clients every day with as service questions and issues. The Client Service Specialist has many opportunities to show clients how much Tucker cares for them in the way we take care of problems. Additionally, the Client Service Specialist has numerous opportunities to help with tasks and projects within the agency. As a career path, a Client Service Specialist has an opportunity to take on increasingly more strategic client tasks and eventually become a licensed agent if they continue to learn and perform well.
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OUTCOMES:
- High client satisfaction with all client interactions
- All incoming communications via mail, email, phone are handled in an organized, timely and professional manner
- All agency standards, procedures, and processes effectively understood and followed
- High satisfaction from coworkers and a demonstrated willingness to help wherever needed
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MAJOR PRIORITIES:
- Learn and master the phone system as well as the agency management system for basic client service requests
- Learn administrative service processes and procedures
- Master Microsoft Outlook and other applications to help increase organization and speed
- With leadership direction, identify administrative projects that can be worked with free time
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DAILY ROUTINES:
- Download and review documents from carriers to send them to the appropriate person
- Check tasks daily to update and follow-up as needed
- Process incoming mail, email requests and faxes
- Answer agency phone calls, assess questions and assist or transfer as needed
- Ensure agency management system is up to date and accurate
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DESIRED QUALIFICATIONS:
- Administrative or customer service experience
- Business degree a plus
- Proficiency in Microsoft Office applications
- Willingness to pursue a path for professional development
Job Type: Full-time
Pay: $17.50 - $22.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Compensation Package:
- Profit sharing
Work Location: In person
Salary : $18 - $22