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Insurance Specialist - Customer Service & Policy Coordinator
Job
Tammie Pereira Insurance Services
San Mateo, CA (In Person)
$46,800 Salary, Full-Time
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Job Description
Insurance Specialist
- Customer Service & Policy Coordinator Tammie Pereira Insurance Services San Mateo, CA Job Details Part-time | Full-time $20
- $25 an hour 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off 401(k) matching Qualifications Microsoft Word Microsoft Excel Customer service Microsoft Office QuickBooks Full Job Description Our business philosophy is to build lifelong relationships based on trust and care, guided by the timeless principles of service and integrity.
Responsibilities:
- Greet and welcome visitors in a friendly and professional manner
- Answer and direct phone calls to the appropriate person or department
- Provide excellent customer support by addressing inquiries and resolving issues
- Coordinate and schedule appointments, meetings, and conference rooms
- Assist with project coordination, including organizing and maintaining project files
- Perform order entry tasks, ensuring accuracy and timeliness
- Manage office supplies inventory and place orders as needed
- Serve as a personal assistant to executives, handling administrative tasks such as travel arrangements and expense reports
- Assist with event planning and coordination, including logistics and vendor management
- Perform clerical duties such as filing, scanning, and photocopying documents
- Proofread documents for grammar, spelling, and formatting errors
Skills:
- Excellent verbal and written communication skills
- Strong organizational and multitasking abilities
- Proficiency in using QuickBooks or similar accounting software
- Attention to detail and accuracy in data entry tasks
- Ability to prioritize tasks and meet deadlines
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Professional demeanor with a positive attitude This position offers a competitive salary based on experience.
Job Types:
Full-time, Part-time Pay:
$20.00- $25.