Customer Service Associate / Receptionist

Southwestern Insurance Group•Nashville, TN

9d•Onsite

About The Position

Join a fast-growing personal lines insurance agency that has been making a significant impact across Tennessee over the past five years. Our team thrives on ambition, teamwork, and a strong dedication to both personal and professional growth. Operating in a vibrant, high-energy office, we embrace every new day as an opportunity for success. Guided by our motto, "Your attitude, not your aptitude, determines your altitude," we approach challenges with confidence and a growth mindset. If you’re seeking a role where your efforts are valued, your achievements celebrated, and your potential for growth is limitless—this is the place for you. We reward hard work, foster personal development, and ensure your contributions make a difference. We are looking for a Receptionist/Customer Service Associate to be the welcoming voice of our company. In this pivotal role, you will ensure that every client interaction begins and ends with a positive experience. You’ll manage inbound client calls, assist with client inquiries, and provide administrative support to keep our office running smoothly. We're looking for those that are interested in getting their Property & Casualty License within their first 4-6 months (We pay for the prep and the exam!) so they can continue growing on our Client Care Team! If you’re organized, customer-focused, and ready to thrive in a fast-paced environment, this role is your chance to shine!

Requirements

Ideally 1 year of experience in a receptionist, customer service, or administrative support role.
Open to college graduates!
Willingness to get your Property & Casualty License within your first 4-6 months - We pay for the prep and the exam
High School diploma or equivalent required; additional education or certifications preferred.
Proficiency in CRM tools and the Microsoft Office Suite.
Exceptional communication and interpersonal skills to build rapport with clients and team members.
Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
A positive, professional attitude with a focus on problem-solving and client satisfaction.
Self-motivated and enthusiastic with a strong work ethic.
Able to thrive in a collaborative team environment and maintain composure under pressure.
Comfortable working in a fast-paced setting with a strong sense of urgency.

Responsibilities

Answer client phone calls with a warm and professional demeanor, ensuring a positive first impression.
Answer and direct incoming calls promptly, addressing client inquiries or routing calls to the appropriate team members.
Coordinate appointment scheduling and manage office calendars.
Assist clients with basic inquiries about services, policies, and account details.
Provide administrative support, including data entry, filing, and maintaining accurate client records in our CRM system.
Receive and distribute incoming mail and packages; prepare outgoing mail as needed.
Collaborate with team members to ensure smooth daily operations and effective communication.
Proactively identify opportunities to enhance client satisfaction and streamline processes.
Perform other duties as assigned to support our mission of excellent service.