Customer Support and Admin Role

This is a remote position.

Role Name: Customer Support and Admin Role

Schedule:

• Full-time, EST, Mon, Tues, Thurs & Fri - 9AM to 5:30 PM. Wed - 9AM to 6PM
  

Client Timezone: Eastern Time (ET)

Client Overview

Join a dynamic and rapidly expanding independent insurance agency based in sunny Florida. Our client is at the forefront of the insurance industry, leveraging cutting-edge technology and personalized service to meet the evolving needs of their customers. As a growing agency, we offer an exciting opportunity for motivated individuals to contribute to our success and grow their careers in a fast-paced, collaborative environment.

Job Description

We are seeking a detail-oriented and tech-savvy Customer Support and Admin professional to become an integral part of our operations team. In this multifaceted role, you’ll be the backbone of our customer service and administrative functions, ensuring smooth day-to-day operations while contributing to our agency’s growth. You’ll have the opportunity to work with state-of-the-art CRM systems, play a crucial role in our quote process, and directly impact customer satisfaction. This position offers a unique blend of administrative tasks and customer interaction, perfect for someone who thrives in a dynamic environment and enjoys making a tangible difference in a growing business.

Responsibilities

• Manage and update customer information in our advanced CRM system, ensuring data accuracy and completeness
  
• Process and prioritize insurance quote requests, contributing to our efficient quote voting process
  
• Handle administrative tasks with precision, including filling out and filing court forms and other critical documentation
  
• Provide exceptional customer service by assisting with inquiries and offering basic information about our insurance products
  
• Conduct light outbound calling for non-licensed tasks, such as following up with mortgage companies and handling payment inquiries
  
• Collaborate with our sales and service teams to streamline operations and enhance overall efficiency
  
• Contribute innovative ideas to improve our processes and customer experience
  
• Will also need to make some outbound calls

Requirements

• Excellent organizational skills with a proven ability to multitask in a fast-paced environment
  
• Strong attention to detail and a commitment to maintaining high accuracy in all tasks
  
• Proficiency in using CRM systems and general computer skills, with a quick learning ability for new software
  
• Outstanding written and verbal communication skills, with a professional and friendly demeanor
  
• Basic understanding of insurance concepts (comprehensive training will be provided)
  
• Self-motivated with the ability to work independently and collaboratively as part of a team
  
• Experience in the insurance industry is a plus, but not required
  
• Comfort with handling a high volume of administrative tasks and customer interactions
  
• Flexibility to adapt to changing priorities and willingness to take on new challenges
  
• Strong problem-solving skills and a proactive approach to addressing customer needs
  

Benefits