Entry Level Customer Service Assistant

Job Description

As a Customer Service Assistant, you will be on the front lines supporting and engaging a passionate community of clients. Responsible for a portfolio of client accounts, Customer Service Assistant help to ensure the successful implementation and retention of all clients assigned to their team. A deft communicator, you empathize with your audience and can strike a friendly and conversational tone even when communicating complex or sensitive information. You’re a good listener and take the time to understand the scope of a problem before jumping to a conclusion. Your patient and excel at teaching and training end-users with varied technical abilities.

Salary range: $45000 - $55000 per year.

• Submit communications (i.e. letters, collateral materials, presentation content, etc.)
• Schedule client appointments, answer phone calls, and complete follow-up calls as instructed by designated representatives and advisors.
• Effectively manage customer inquiries and questions regarding various products and services. If appropriately licensed, meet with prospective clients individually to describe insurance product offerings.
• Prepare client correspondence as needed.
• Coordinate licensing and education requirements with insurance carriers and investment companies.
• Handle marketing and mailing projects as needed.
• Support the representatives and advisors with seminars, including marketing/promotion, maintaining seminar supplies, and collecting prospective client data.
• Prepare for client appointments by assembling product literature, insurance illustrations, forms, client reports, and other applicable information. Extensive responsibility for the preparation of account paperwork.

Qualifications

• Experience with Google Drive required & advanced knowledge of Google sheets preferred
• Highly organized and detail oriented
• Ability to multitask and prioritize
• Excellent communication skills (written & verbal)
• Desire to provide outstanding customer service
• Self-starter with ability to pick up and implement new concepts and directives easily with little supervision
• Ability to manage tight deadlines
• Technical aptitude and willingness to continue to self-train and enhance knowledge of new technologies and service
• Ability to understand critical drivers of the business; identify and report to management accordingly
• Willingness to accept constructive criticism and deal calmly and effectively with high-stress situations
• Adaptability and flexibility to handle considerable variety in the workplace
• Minimum of 1-2 years experience in on boarding, account management or project management

Additional Information

• 401(k) Matching
• Dental Insurance
• Disability Insurance