About the position This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! We are seeking a vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you!

Responsibilities

• Responsible for representing the agency professionally and maintaining a high-level customer experience.
• Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
• Comfortable entering important data while speaking with clients.
• Communicate and assist with answering a high volume of phone calls.

Requirements

• Administrative, client-facing, or call center experience
• Strong communication and client service skills
• Proficient in Microsoft Office or willing to learn and be trained on new software systems

Nice-to-haves

• Insurance brokerage, retail, and/or wholesaler experience is a plus!
• Bilingual in Spanish is a plus!

Benefits

• Bonus opportunities!
• Company equipment provided
• Medical, dental, and vision coverage
• Paid time off and paid company holidays
• Great training and a dedicated leadership team