What are the responsibilities and job description for the Staff Assistant - State Farm Agent Team Member position at Heather Ladd - State Farm Agent?
Benefits :
Bonus based on performance
Free food & snacks
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION :
Heather Ladd - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Staff Assistant - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES :
Greet clients, answer phone calls, respond to emails, and handle client inquiries.
Manage schedules, book appointments, and maintain office supplies.
Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
Enter client information into the agency management system and update records as necessary.
Handle billing inquiries, process payments, and follow up on overdue accounts.
Act as a liaison between clients and agents, ensuring clear and effective communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
QUALIFICATIONS :
Previous administrative or customer service experience, preferably in an insurance or financial services setting.
Proficiency in Microsoft Office Suite and familiarity with agency management software.
Excellent verbal and written communication skills.
Strong organizational skills with the ability to multitask and prioritize tasks effectively.
Friendly and professional demeanor with a strong focus on customer satisfaction.
High level of accuracy in data entry and document preparation.
Ability to handle client issues and find effective resolutions.
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