A.M. Financial Matters Inc.
Job Summary:
Job Description:
The main focus of the Receptionist/Client Contact Representative is the coordination of client service needs and Sales Associates for the insurance and financial services Agency of Co-operators Insurance. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through both inbound and outbound activity.
Roles and responsibilities:
- Answer inbound phone calls for customer service and redirect to the appropriate Associates or process policy payments;
- Monitor inbound emails to the Agency general inbox and redirect to Associates for service;
- Welcome in-office clients – both drop-ins and scheduled appointments
- Contact clients regarding outstanding payments, update billing/banking details on client accounts
- Complete outbound calls to schedule annual reviews, set and confirm appointments.
- Schedule all appointments on the appropriate calendar.
- Document client profile notes.
- Track call activity including phone calls, emails, contacts made and appointments booked.
Qualifications and Skills:
- Skilled in communication (verbal and written)
- Strong interpersonal skills.
- Organizational and time management skills.
- Willingness to attain General Insurance License.
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office and Sales Force
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment