Receptionist and Customer Service Assistant

Job Description

Job Description

Moses Insurance Agency is looking for a friendly, dependable, and organized individual to join our team as a Receptionist / Customer Service Assistant .

This position is the first point of contact for many of our clients, so we are looking for someone who genuinely enjoys helping people and can provide a warm, professional experience both in person and over the phone.

In addition to managing our front desk and incoming calls, this role will provide support to our customer service team with routine insurance service and administrative tasks. This is a great opportunity for an experienced customer service professional or licensed insurance agent who enjoys working with people and being part of a collaborative team.

Responsibilities

Reception & Office Support

• Greet and welcome clients and visitors to the office
• Answer incoming phone calls and direct them to the appropriate team member
• Process and distribute incoming and outgoing mail
• Monitor and distribute incoming faxes and documents
• Scan, attach, and properly document information in customer files
• Provide general administrative support to the team as needed

Customer Service Support

• Assist customers with billing questions and payments
• Contact insurance carriers to help resolve billing issues
• Assist calls from mortgage companies, banks, auto dealerships, and other third parties
• Process routine policy service requests, including cancellations and mortgagee/lienholder changes
• Follow up on vehicle and policy change requests
• Assist customers with reinstatement requests following non-payment cancellations
• Provide additional support to our licensed customer service team as needed

Qualifications

We are looking for someone who is personable, organized, comfortable on the phone, and able to manage multiple responsibilities throughout the day.

Preferred experience:

• Licensed insurance candidates: At least 2 years of insurance industry experience
• Unlicensed candidates: At least 5 years of professional customer service experience
• Strong communication and interpersonal skills
• Excellent attention to detail and organizational skills
• Comfortable using computers and learning new software
• Ability to remain friendly and professional while assisting customers with questions or concerns

An insurance license is not required to apply. We are open to candidates with strong customer service backgrounds who are interested in learning the insurance industry.