P/T Admin / Sales Assistant - 10 hours per week to start

03 Apr 2024
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Position Title: Customer Service / Account Manager

Department: Administration

Reports to: Supervisor

Supervises: No one

Hours: 2 hours per day to start with room to grow to full time if it works out

Purpose:

Input data on computer and perform computer filing duties. Maintain accurate and on-time workflow, reports and records relative to all clients and prospects of the business. Assist with tasks such as downloading, printing, emailing, researching, data entry, maintain a calendar as requested and assure all accounts in good standing.

Essential Functions:

Input, maintain detailed customer information in management software

Manage assigned tasks in a timely manner

Be committed to detailed follow through

Schedule appointments through email

Search for leads, pre-qualify all online – just data work

Suggest any tasks, processes, workflows or ideas that can help me be more efficient and effective

Help maintain cleanliness, neatness of online files/folders by creating a consistent system for each client

Create/Maintain tasks/activities for all customers related to renewals and mid-year reviews

Assist with risk management for clients as needed

Create/maintain client birthday list for birthday card mailing

Other Tasks:

Additional tasks can include researching for new prospects and new markets

Email marketing to existing clients and new prospects

Perform any other special duties requested by your supervisor

Minimum Qualifications:

STRONG ability to organize days, weeks, months and annual calendar

Ability to understand and follow instructions in English, Spanish speaking is a plus.

Basic insurance knowledge of personal and commercial lines is a plus, but not necessary

Willingness to learn and grow in this position

Computer experience and knowledge using Microsoft products.

Personal Characteristics

Someone who isn’t afraid to take charge and implement best practices

Someone who is a quick learner, especially with software

Someone who is resourceful and can find the help needed to accomplish a task

Extremely organized and good with managing dates

Someone who is diligent with follow up and thorough with logging emails and responses under each account

Solid in data entry with accurate information

Full-time
  • ID: #51388108
  • State: New York New york city 00000 New york city USA
  • City: New york city
  • Salary: USD TBD TBD
  • Showed: 2024-04-03
  • Deadline: 2024-06-02
  • Category: Admin/office
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