Customer Experience Coordinator II

Integrity Marketing Group•Norfolk, NE

13h

About The Position

This role is responsible for providing a high level of office support and service for our customers by receiving, reviewing, filing and submitting contracts, licenses, applications and various other types of paperwork. The position involves compiling and verifying data accuracy, entering data into the PAS (Premier Agency System), and resolving customer inquiries regarding submitted documents. The role also includes managing online contracts, carriers, and products, and responding to customer inquiries about document status. Ensuring daily workload completion and assisting with additional projects are also key aspects of this position.

Requirements

High school diploma or general education degree (GED)
Exhibits sound and accurate judgement, includes appropriate people in decision-making process
Conveys a friendly, positive attitude while maintaining professionalism at all times
Strong customer service skills to respond promptly to customer needs
Ability to demonstrate accuracy and thoroughness
Follows policies and procedures, completes administrative tasks correctly and completes work in a timely manner
Supports organization’s goals and values
Maintains confidentiality
Ability to motivate others to meet demands and deadlines
Ability to prioritize duties

Nice To Haves

Prior administrative experience preferred but not required.
Secondary Education in a Business related area of study preferred but not required.

Responsibilities

Compiles and verifies accuracy of data to be entered, compares data entered with the data from documents to ensure accuracy.
Takes necessary action to ensure the data submitted is complete, correct, and accurate.
Contacts customers to resolve questions, inconsistencies, or missing data from documents they submit.
Enters data from documents into PAS (Premier Agency System) following formats displayed on screen.
Keeps record of work completed, enters information into database, files or routes documents after entry.
Creates, updates and helps manage online contracts, carriers, products, and creating agency links within the online system.
Responds to customer inquiries regarding the status of submitted documents.
Ensures daily workload is completed.
Completes any additional projects, processing or tasks assigned by Contract & Licensing Manager.