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Insurance Agency Customer Service Representative

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Posted : Wednesday, November 22, 2023 07:19 AM

*About us* We are professional, agile and customer-centric.
Our work environment includes: * Modern office setting * Relaxed atmosphere * On-the-job training As the office assistant at Lyndon Thomas Insurance Agency, you will ensure the day-to-day operations of our organization run smoothly.
Your main responsibilities will include representing our agency on the telephone and welcoming clients in the office, entering data, organizing files, managing office supplies, and supporting the sales and administrative team.
We’re looking for someone who thrives in a busy environment, pays close attention to detail, and is proficient with basic computer applications.
If you’re the type of person who enjoys keeping things organized and running like a well-oiled machine, we’d love to hear from you! Responsibilities include: * Maintain information databases and spreadsheets, including client records.
* Handle incoming calls, providing information or directing calls to the appropriate person.
* Respond to emails in a timely manner.
* Coordinate appointments, meetings, and events.
* Keep track of office supplies, place orders, and maintain stock.
* Assist with administrative tasks, such as document preparation, drafting correspondence, and special projects.
* Greet visitors and direct them to the appropriate person.
* Manage the reception area.
* Providing support to customers or clients, addressing inquiries or concerns.
* Set up meetings and take notes.
Qualifications and Skills: * Attention to detail in managing files, records, and documentation.
* Familiarity with office equipment, such as copiers and scanners.
* Basic knowledge of office management software and tools.
* Strong organizational skills with the ability to multitask.
* Ability to prioritize tasks and meet deadlines.
* Excellent verbal and written communication skills.
* Professional phone etiquette and the ability to handle inquiries effectively.
* Clear and concise email communication.
* Customer service oriented with a friendly and helpful demeanor.
* Ability to assist clients or customers with inquiries or requests.
* Willingness to support colleagues and contribute to a positive work atmosphere.
* Analytical thinking and problem-solving skills.
* Ability to work independently and take initiative when needed.
Having a California Insurance license is helpful, but not required.
Job Type: Full-time Pay: $18.
00 - $22.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Weekly day range: * Monday to Friday Work setting: * In-person * Office Ability to Relocate: * Ojai, CA 93023: Relocate before starting work (Required) Work Location: In person

• Phone : NA

• Location : 1211 Maricopa Highway, Ojai, CA

• Post ID: 9093645090


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