Assistant state farm

ROLE DESCRIPTION :

Wes Harris - 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.
• 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.

Last updated : 2024-09-05

Salary : $15 - $20