Required Education:

• High School Diploma or EquivalentRequired Qualifications/Skills/Experience:

• Ideal candidate should have experience in a customer service and/or administrative role
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Proven ability to multi-task effectively
• Demonstrated professionalism, reliability, and strong organizational skills.

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Basic Excel SkillsCustomer-Facing Role:

Serve as the first point of contact for both internal and external customers, providing a professional and welcoming experience. Responsibilities include greeting visitors, managing inquiries through reception and phone channels, and assisting customers at the service counter while ensuring requests are handled promptly and efficiently.

Job Duties:

• Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, over the phone, or via electronic communication
• Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment
• Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters
• Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually)
• Facilitate the onboarding of new agents by processing their contracts and licenses
• Answer incoming calls and greet guests
• Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.
• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

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