Position Receptionist & Client Services Representative
Position Receptionist & Client Services Representative
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Job Description
Receptionist & Client Services Representative
Senior Advisory Insurance Services
Cicero NY
About Senior Advisory Insurance Services
Senior Advisory Insurance Services an Integrity Partner headquartered in Cicero New York is one of New Yorks leading Medicare Advantage and Supplement providers. The company focuses on helping Medicare beneficiaries select the appropriate plan to meet their healthcare needs.
Job Summary
The Receptionist & Client Services Representative position provides excellent customer service to our clients by being personable and able to connect with people from various backgrounds both in person and over the phone. This individual needs to provide quality service that helps our clients feel at ease even in confusing situations. This role acts as a liaison between clients carriers and agents. At Senior Advisory Insurance we come together as a team each day in office to serve in the companys mission to help Americans plan for the better days ahead.
Primary Responsibilities:
Answer and direct all incoming calls from agents and clients.
Respond to customer inquiries by phone in person or in written form.
Greeting clients brokers and insurance representatives that may visit the office.
Knowing and maintaining an understanding of the companys active enrollment plans and be able to answer general questions regarding the clients coverage.
Handle client concerns by providing appropriate solutions and alternatives within a reasonable time and follow up to ensure resolution
Build sustainable relationships of trust through open and interactive communication with team members.
Make necessary updates in the companys CRM regarding client changes.
Perform touch points with clients to ensure all needs are being met.
Scanning paper forms into the appropriate client file.
Properly handling sensitive data with care and in compliance with our federal and local laws & guidelines.
Primary Skills & Requirements:
High school diploma general education degree or equivalent.
Insurance industry experience is preferred but not required.
Excellent telephone oral and written communication skills.
Proven to be highly dependable and self-motivator.
Be able to work independently with sound organization skills.
Must possess proficient computer skills and excellent knowledge of Microsoft Office products and Window-based applications.
Is curious and able to ask probing questions to obtain necessary information.
Must have good understanding of general office procedures processes and equipment.
Ensure excellent service is rendered to business clients agents and insurance representatives.
Ability to manage a variety of tasks and set priorities to meet often demanding deadlines; while keeping goals objectives priorities and timelines in perspective.
Ability to always work as a team player while following team concepts in supporting company goals and colleagues.
Ability to work and resolve issues independently.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
