RECEPTIONIST/ADMIN ASSISTANT

POSITION SUMMARY: Allen Financial Insurance Group is seeking a positive, friendly person for our open Receptionist Administrative Assistant position. This person will service existing and new clients by answering insurance-related questions, providing product information, and discussing account issues to help meet customer needs, through phone calls and emails, in an empathetic and eager manner. You will perform basic data entry, including entering leads, entering new applications, and submitting changes on existing policies. You will process required paperwork, from initial customer contact through policy delivery process.

This person must be open to listening, learning, and having fun while working in a team environment. We want someone able to resolve any customer inquiries that cross their desk, using their knowledge or seeking out information using the many portals of information Allen

Financial Insurance Group provides.

KEY RESPONSIBILITIES:

• Core responsibility is to assist the Underwriters and Account Executives in the day-to- day activities of delivering products to our clients through timely, friendly, and professional customer service.
• Generate sales leads from incoming calls and emails.
• Evaluate customer account profile; make recommendations to ensure complete and tailored coverage for the client.
• Manage new business inquiries and existing customer needs through phone calls, emails, and chat streams.
• Prepare and distribute a variety of documents, including letters, quotes, emails, invoices, faxes, binders, and policies.
• Record, organize, and file customer interactions and profile/account changes.
• Database management requiring ability to navigate through various internal and external software applications.
• Provides best in class service when interacting with clients while achieving issues resolution and high customer retention.
• Operate within a current process and procedural guidelines as well as offer new ideas to improve effectiveness and efficiency.
• Query resolution, potentially involving liaising with Underwriters, Brokers or other parties to ensure processing deadlines can be achieved and to prevent re-occurrence.
• Complete all business functions within turnaround objectives at a high level of accuracy.
• Complete special projects/other administrative duties as required.

QUALIFICATIONS & SKILLS:

• Takes pride in delivering excellent quality service and endeavors to exceed expectations.

Must be able to deal with customers from many different backgrounds and work effectively in a team-oriented environment.

• Previous experience in customer support, client services, sales, or a related field required.

Previous insurance industry experience a plus.

• Excellent verbal and written communication skills are essential.
• Must be able to follow instructions and multi-task while remaining calm and customer service focused.
• Quick learner who thrives in fast paced, metric-driven environment; able to meet and exceed objective production goals.
• Basic computer skills and experience with tracking and recording call information, filing documents, or updating customer profiles/accounts. We operate out of Microsoft Office

365 along with many underwriting and management systems. Outlook calendar and email proficiency is essential.

• Excellent time management skills and ability to prioritize tasks.
• Confidently build strong customer relationships as a by-product of stellar account management.
• Enthusiastically takes on new responsibilities.
• Must be results-oriented with a high degree of accuracy; strong attention to detail in producing high quality output. Ability to work autonomously and as part of a team.

Job Type: Full-time

Pay: $16.37 - $17.39 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Scottsdale, AZ 85260: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Work Location: One location

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