Job Title: Insurance Agency Coordinator
Work Location: Albuquerque, NM (Onsite)
Duration: Contract
Work Schedule: Monday- Friday 9:00 am - 5:00 pm (MST)
Job Description:
- Assisting walk-in customers with payment processing, adhering to prescribed processes.
- Interacting in a professional manner with existing or prospective client customers who visit the office to provide assistance or facilitate a virtual connection with a client Exclusive Agent.
- Completing basic administrative tasks such as routing mail and coordinating the calendar application used to schedule EA/customer appointments.
- Utilizing client and Microsoft Office applications to complete daily tasks.
- Maintaining complete and accurate records as directed by their supervisor.
- Completing special projects at the request of their supervisor.
Education/Licenses: High School or Equivalent
Experience: 1 - 2 years of customer service or preferred office administration
Skills: Problem Solving, Calendar Management, Clerical Skills, Office Administration, Detail-Oriented, Customer Service
Functional Skills:
- Technical Proficiency - Microsoft Office (Outlook, Outlook Calendar, Word, and Teams) and technology (training will be provided).
- Customer Service Skills - Interacting in a professional manner with customers, employees, and client Exclusive Agents.
- Problem Solving Skills - Ability to address and resolve routine administrative and operational issues in a timely and efficient manner.
- Organizational Skills - Managing schedules and maintaining orderly records
Key skills: Clerical Skills, Office Administration