Josh Riekena Country Financial
Client Services Representative
Job Overview
Looking to make more money and have more fun?
We need a Front Desk SUPERSTAR to join our team! Put our clients first and watch your career grow!!!
Join our growing team in a professional, upbeat atmosphere. Hours are full-time, Monday - Thursday 8:30 AM - 5PM, Friday 8:30 AM - 4PM. This agency is a top 10 producing office with a high paced, fun work environment.
Salary Range: $17.00 - $22.00 per hour
Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Retirement Plan
Requirements
Must be 18yrs of age or older
High School Graduate or GED Equivalent
Minimum 2yrs customer service experience
Typing, filing, telephone, copy, scan, fax skills
Microsoft Office application proficiency including Word and Excel
Email proficiency, prior usage of Microsoft Outlook a plus.
Detail oriented, articulate, friendly, and able to complete multiple tasks thoroughly during each shift.
Excellent customer service skills
Must pass criminal background check
State of Illinois Insurance License not required for interview, but is preferred
Responsibilities
Answer phones
Take detailed phone messages
Respond to emails
Assist clients with scheduling, billing or other service needs via phone and email. Includes forwarding to appropriate staff within office or escalating to corporate office as needed.
Schedule and confirm client appointments
Collect basic information on new clients relevant to insurance needs and update information on existing clients. Prepare new client folders for appointments
File and scan documents
Mail correspondence to clients and retrieve and sort daily mail
Light cleaning of front office and common spaces
Assist with specific projects as indicated by owner and or office manager