Essential Duties \& Responsibilities
- Answering phones; screening calls
- Answering simple questions from clients; setting up appointments; gathering prospects information and required documentation.
- Returning calls to clients on behalf of Agents, with Agent’s guidance.
- Processing all applications.
- Entering electronically or paper.
- Scanning documents as needed
- Emailing to carriers
- Updating the client’s record in CRM.
- Application status checks; checking with carriers on status and supplying missing information.
- Follow up with clients to let them know they’re enrolled and making sure they received their ID cards.
- Data Entry into CRM database: adding new clients; keeping current clients updated; uploading scanned items, etc.
- Bulk mail projects: Birthday cards (pull and sort through info from CRM, create address labels); Christmas cards, etc.
- Assist entire office in any administrative assistance as needed.
- Email blast marketing.
- 2\+ years of office experience
- Able to work 2 days/month on a weekday evening (5\-7PM)
- Able to work 1 day/ month on Saturday morning/early afternoon (11AM\-1PM)
- Proficiency in Word, Excel, Gmail.
- CRM experience helpful.
- Canva experience helpful.
- Type proficiently with good grammar and spelling; high attention to detail.
- Ability to multi\-task with patience and a positive attitude.
- Aptitude to learn new software.
- Ability to work independently with a high degree of initiative, discretion and confidentiality.
- Dependable and punctual.
- Flexible schedule
Customer Service:
Qualifications
Pay: $19\.00 \- $25\.00 per hour
Benefits:
Work Location: Hybrid remote in Santa Clara, CA 95050