Client Concierge

istaffpros•Oxnard, CA

1d•$23 - $27•Onsite

About The Position

We’re seeking a compassionate, committed and organized Client Concierge to join our top performing team. This person will be the first to welcome all clients who enter the office and may work with anyone from first-time home buyers to high-net-worth buyers investing in luxury real estate valued at more than $20M. This role will also serve as the general office manager at this location for all administrative purposes. This is a GREAT opportunity for a Customer Service Rep with insurance industry experience who is very organized and loves helping clients.

Requirements

At least 2 years of experience in the insurance industry
Professional, confident, outgoing, and excited about a career in Customer Service
Friendly, fun, organized and thoughtful
Able to successfully juggle multiple priorities and personalities
Welcome feedback and be committed to continual growth
High School Diploma or equivalence is mandatory

Nice To Haves

Insurance license (Preferred)
Associates degree preferred but not required

Responsibilities

Process payments, provide proof of insurance, ID cards, etc.
Monitor incoming texts, voicemails and faxes. Send to appropriate team members
Schedule appointments for clients with team members
Handle mail (inbound and outbound)
Order and store general office supplies and monitor office water delivery
Scan and upload documents for clients and team members
Call and follow up with clients whose insurance is being cancelled due to non-pay, missing documents, and returned payments
Provide mortgages, lienholders, etc. with client evidence of insurances
File glass, towing, and roadside claims
Communicate what documents are required by insurance carriers at renewal and provide updated docs to the insurance company