Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining materials, compiling data, and submitting sources for candidate recruiting and lead opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office. Works with minimal supervision and is makes an established range of decisions.
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)