Immediately We're looking for a professional, polished Customer & Client Services Specialist to support a busy financial and insurance office.
What You'll Do:
Answer and direct incoming phone calls Greet and assist executive-level clients and visitors Process financial and insurance paperwork Provide professional, friendly client service Maintain accurate records and documentation Support daily administrative and office operations
What We're Looking For:
Strong communication and customer service skills Strong computer skills Professional appearance and demeanor Excellent attention to detail Comfortable handling confidential paperwork Financial or insurance office experience is a plus Redtail CRM knowledge is a plus Apply today — this position is available for an immediate start! INDSJ