Client Service Guide

divh2Client Service Guide/h2pINSURICA Direct - Norman, OK/ph3Overview/h3pSalary Range $35,743.00 - $55,993.00 Hourly Position Type Part Time/ph3Description/h3pSUMMARY:/ppThe Client Service Guide is responsible for answering and directing calls, greeting visitors, processing incoming documents, processing claims, and supporting office management. Provides administrative and clerical support across departments while upholding professional standards./ppESSENTIAL FUNCTIONS:/pulliAnswer incoming calls from a multi-line phone system, accurately transferring to the appropriate colleague, as needed, in a courteous and efficient manner/liliGreet incoming clients and visitors, ensuring they meet with the correct colleague/manager, and offer refreshments as needed/liliEffectively process all incoming documents (email, postal mail, un-routed documents, fax, etc.) and accurately label, attach, and set activities, as needed, and distribute to the correct department/colleague/Resource Pro/liliProvide management administrative support, as needed, including correspondence, scheduling, organization, etc./liliAssist in agency office clerical duties and processes as needed/liliAssist other departments, as needed, in the event of staff shortage, high workload, etc./liliResponsible for receiving phone calls and emails for all claims. Duties include reporting claims to carriers, assisting clients with claims information, and supporting them through the entire claims process until resolution/liliMaintain a clean and neat office environment for our customers and company guests, including maintaining kitchen and refrigerator cleanliness/liliParticipate in seminars and other training to maintain required licenses and for knowledge and skill development/liliPerform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions/li/ulh3Qualifications/h3pKNOWLEDGE, SKILLS, AND ABILITIES:/pulliAbility to present and maintain a neat and professional appearance and demonstrate effective telephone etiquette/liliExcellent customer service skills, displaying courtesy and enjoyment in dealing with clients, visitors, and colleagues/liliOrganized and focused, with a strong attention to detail/liliIntermediate PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively use agency management systems/liliAbility to work within a fast-paced, changing priority environment/liliSelf-motivated, with the initiative to prioritize and be self-directed/liliRegular and punctual attendance is required/liliAbility to communicate effectively, both verbally and in writing/liliExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels/liliAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency/liliAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentiality/li/ulpQUALIFICATIONS:/pulli1 3 years of previous reception/front desk experience preferred/liliPrevious multi-line telephone system experience preferred/liliHigh school diploma or equivalent preferred/liliProperty and Casualty insurance license (or the ability to quickly attain) required/li/ulpWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:/pulliFast-paced, multi-tasking, office environment with periodic high disruption and changing priorities/liliAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently/liliAbility to lift up to 20 pounds occasionally/liliRequires operation of a computer workstation, including keyboard and video display/liliAll requirements may be modified to reasonably accommodate physical or mental impairment/li/ul/div