div>· Answering phones like a pro and giving clients a warm, helpful first impression.
· Being the friendly voice clients hear first and setting a positive tone for every interaction.
· Managing voicemails and callbacks so no message gets left behind.
· Handling policy changes with accuracy, care, and just the right amount of superhero energy—cape optional.
· Helping with billing inquiries by keeping the numbers clear and the people supported.
· Organizing and managing mail, including sorting, scanning, and keeping things moving like a well-oiled machine.
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· Sales Skills – Whether you’re answering a call or handling a policy change, you should feel comfortable having conversations and recommending the right coverage for clients.
· Industry Knowledge – A basic understanding of insurance products is helpful, and we’ll provide training to get you fully up to speed.
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