Onboarding & Support Assistant

at  Travel Experts Inc

We are a host agency for independent travel advisors. We provide the tools and services they need to run their businesses efficiently. We have a busy office in Raleigh, NC, with fun people and a lot of diverse roles. Our staff supports more than 500 very successful advisors all over the country (plus a handful overseas). Our onboarding and support team is adding a new member to help cover several functions as we continue to grow. This job will entail learning a lot of different things and no two days will be the same. The position is a mix of onboarding new contractors and supporting our existing network. We are looking for someone who can learn new tasks quickly.

Examples of Tasks

• Assist onboarding team with some administrative tasks when adding new advisors. Follow-up with recent additions to make sure transition is proceeding smoothly. Create logins for websites and tools.
• Help setup for training days; make sure classroom is stocked with snacks and drinks, order lunches, prepare handbooks.
• Periodic social media posts.
• Track annual renewal documents for members.
• Technical help for email setup (installing on devices, setting up signatures) and installing software remotely using GoToAssist. Some other PC troubleshooting, like Word or browser issues.
• Back up several other team members for vacation coverage: will include frequent phone coverage, webinar hosting, help desk emails (forwarding to correct staff members).

Essential Skills

Great customer service

- - our agents are our most important clients and our primary role is supporting them and their businesses.
- You must be clear, concise and polite in both written and verbal communications, and comfortable with webinar formats.
- A willingness to jump in to help others to solve problems.
- Ability to work independently but communicate issues with the team (and know when to ask for help).
- Organization, maintaining records.
- Microsoft Office tools: Word, Excel, Outlook, PowerPoint are necessary. Previous experience with Airtable, Monday, or other CRM tools appreciated.
- Comfortable installing software and troubleshooting.

• Assist onboarding team with some administrative tasks when adding new advisors. Follow-up with recent additions to make sure transition is proceeding smoothly. Create logins for websites and tools.
• Help setup for training days; make sure classroom is stocked with snacks and drinks, order lunches, prepare handbooks.
• Periodic social media posts.
• Track annual renewal documents for members.
• Technical help for email setup (installing on devices, setting up signatures) and installing software remotely using GoToAssist. Some other PC troubleshooting, like Word or browser issues.
• Back up several other team members for vacation coverage: will include frequent phone coverage, webinar hosting, help desk emails (forwarding to correct staff members)