Client Service Guide

INSURICA, Inc•Norman, OK

20h•Onsite

About The Position

The 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.

Requirements

Ability to present and maintain a neat and professional appearance and demonstrate effective telephone etiquette
Excellent customer service skills, displaying courtesy and enjoyment in dealing with clients, visitors, and colleagues
Organized and focused, with a strong attention to detail
Intermediate 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
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
1 – 3 years of previous reception/front desk experience preferred
Previous multi-line telephone system experience preferred
High school diploma or equivalent preferred
Property and Casualty insurance license (or the ability to quickly attain) required

Responsibilities

Answer incoming calls, from a multi-line phone system, accurately transferring to the appropriate colleague, as needed, in a courteous and efficient manner
Greet incoming clients and visitors, ensuring they meet with the correct colleague/manager, offer refreshments as needed
Effectively 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
Provide management administrative support, as needed, including correspondence, scheduling, organization, etc.
Assist in agency office clerical duties and processes as needed
Assist other departments, as needed, in the event of staff shortage, high workload, etc.
Responsible 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
Maintain a clean and neat office environment for our customers and company guests, including maintaining kitchen and refrigerator cleanliness
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions