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Insurance Client Support Associate

VirtualVocations
Portland, Oregon, United States
Full-time

A company is looking for an Insurance Client Support Associate to provide administrative support to Financial Advisors and clients regarding insurance needs.

Key ResponsibilitiesHandle incoming calls and respond to inquiries about customer accountsAssist in scheduling meetings and preparing for client interactionsSupport administrative tasks, including mail processing and maintaining office suppliesRequired QualificationsPrevious administrative / secretarial experience desiredMust be insurance licensed / appointed in all relevant states2+ years of customer service experience preferredStrong technical computer aptitude and knowledge of business toolsBasic understanding of insurance products and services

13 days ago
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