JOB SUMMARY

The Administrative Assistant position provides excellent customer service to our clients by being personable and able to connect with people from various backgrounds, both in person and over the phone. This individual needs to provide quality service that helps our clients feel at ease, even in confusing situations. This role acts as a liaison between clients, carriers, and agents. At Senior Advisory Insurance we come together as a team each day in office to serve in the company’s mission to help Americans plan for the better days ahead.

PRIMARY SKILLS & REQUIREMENTS:

• High school diploma, general education degree, or equivalent.
• Insurance industry experience is preferred, but not required.
• Excellent telephone, oral and written communication skills.
• Proven to be highly dependable and self-motivator.
• Be able to work independently with sound organization skills.
• Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications.
• Is curious and able to ask probing questions to obtain necessary information.
• Must have good understanding of general office procedures, processes, and equipment.
• Ensure excellent service is rendered to business clients, agents, and insurance representatives.
• Ability to manage a variety of tasks and set priorities to meet often demanding deadlines; while keeping goals, objectives, priorities, and timelines in perspective.
• Ability to always work as a team player while following team concepts in supporting company goals and colleagues.
• Ability to work and resolve issues independently.

• Answer and direct all incoming calls from agents and clients.
• Respond to customer inquiries by phone, in person, or in written form.
• Greeting clients, brokers, and insurance representatives that may visit the office.
• Knowing and maintaining an understanding of the company’s active enrollment plans and be able to answer general questions regarding the client’s coverage.
• Handle client concerns by providing appropriate solutions and alternatives within a reasonable time, and follow up to ensure resolution
• Build sustainable relationships of trust through open and interactive communication with team members.
• Make necessary updates in the company’s CRM regarding client changes.
• Perform touch points with clients to ensure all needs are being met.
• Scanning paper forms into the appropriate client file.
• Properly handling sensitive data with care and in compliance with our federal and local laws & guidelines