ROLE DESCRIPTION:
Heather Ladd State Farm Agency is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
Heather Ladd State Farm Agency is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
- Greet clients, answer phone calls, respond to emails, and handle client inquiries.
- Manage schedules, book appointments, and maintain office supplies.
- Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
- Enter client information into the agency management system and update records as necessary.
- Handle billing inquiries, process payments, and follow up on overdue accounts.
- Act as a liaison between clients and agents, ensuring clear and effective communication.
- Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
- Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
QUALIFICATIONS:
- Previous administrative or customer service experience, preferably in an insurance or financial services setting.
- Proficiency in Microsoft Office Suite and familiarity with agency management software.
- Excellent verbal and written communication skills.
- Strong organizational skills with the ability to multitask and prioritize tasks effectively.
- Friendly and professional demeanor with a strong focus on customer satisfaction.
- High level of accuracy in data entry and document preparation.
- Ability to handle client issues and find effective resolutions.
