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Now viewing: Client Relations and Office Representative @ Brian Schlesinger Insurance Agency
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Client Relations and Office Representative @ Brian Schlesinger Insurance Agency
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Job Description
Job description:
We are looking for a friendly, dependable, and motivated professional to join our team as a Client Relations & Office Representative. This position is ideal for someone who enjoys building relationships, helping clients, and contributing to a professional, fast-paced office environment.
As a member of our team, you will play an important role in creating exceptional client experiences while supporting the day-to-day operations and continued growth of the office.
ResponsibilitiesBuild and maintain strong relationships with clients and follow up as neededProvide friendly, professional, and timely assistance to clientsGreet and welcome clients and visitors upon arrivalAnswer, screen, and direct incoming phone callsDirect clients and visitors to the appropriate team memberAssist clients with payments and general account-related needsProvide accurate information in person, by phone, and via emailAssist with administrative and office support responsibilitiesMaintain accurate and organized client informationIdentify client needs and help connect them with appropriate products and servicesWork toward mutually agreed-upon client service and marketing goalsProvide timely and thorough activity updates to the agentContribute to a positive, professional, and team-oriented office environment Friendly, professional, and people-orientedPassionate about delivering excellent client experiencesAn excellent communicator with strong written, verbal, and listening skillsOrganized and detail-orientedSelf-motivated, dependable, and accountableProactive and confident when solving problemsAble to manage multiple priorities in a fast-paced environmentComfortable using computers and common Windows-based applicationsCommitted to completing work accurately and on timeAble to work independently while contributing to a collaborative teamMotivated to learn, grow, and contribute to the success of the office
We are looking for a friendly, dependable, and motivated professional to join our team as a Client Relations & Office Representative. This position is ideal for someone who enjoys building relationships, helping clients, and contributing to a professional, fast-paced office environment.
As a member of our team, you will play an important role in creating exceptional client experiences while supporting the day-to-day operations and continued growth of the office.
ResponsibilitiesBuild and maintain strong relationships with clients and follow up as neededProvide friendly, professional, and timely assistance to clientsGreet and welcome clients and visitors upon arrivalAnswer, screen, and direct incoming phone callsDirect clients and visitors to the appropriate team memberAssist clients with payments and general account-related needsProvide accurate information in person, by phone, and via emailAssist with administrative and office support responsibilitiesMaintain accurate and organized client informationIdentify client needs and help connect them with appropriate products and servicesWork toward mutually agreed-upon client service and marketing goalsProvide timely and thorough activity updates to the agentContribute to a positive, professional, and team-oriented office environment Friendly, professional, and people-orientedPassionate about delivering excellent client experiencesAn excellent communicator with strong written, verbal, and listening skillsOrganized and detail-orientedSelf-motivated, dependable, and accountableProactive and confident when solving problemsAble to manage multiple priorities in a fast-paced environmentComfortable using computers and common Windows-based applicationsCommitted to completing work accurately and on timeAble to work independently while contributing to a collaborative teamMotivated to learn, grow, and contribute to the success of the office