CSR Internal Support for Insurance Agency

Company DescriptionVault Insurance & Investments in Tukwila, WA, focuses on providing independent, comprehensive investment advisory and insurance services tailored to fit individual financial goals and insurance needs.Role DescriptionThis is a full-time on-site role for a CSR/Internal Support at Vault Insurance & Investments. The CSR/Internal Support member will be responsible for providing customer service and internal support, ensuring customer satisfaction, and enhancing the overall customer experience on a daily basis.QualificationsCustomer service representative and customer support skillsCustomer satisfaction and customer service skillsAbility to enhance the customer experienceExcellent verbal and written communication skillsStrong problem-solving and interpersonal skillsExperience in the insurance or financial services industry is a plusHigh school diploma or equivalent required; additional certifications are beneficialDuties include (but not limited to) the following:Correspond with clients regarding changes.Track case management for agents.Schedule and confirm appointments.Maintain and update client records.Scan/file (paperless system).Cross-train for other roles (vacation coverage).The candidate we are looking for should be able to demonstrate:Attention to detailSolid written and verbal communicationQuality customer service (working with clients and assisting them with updates and changes)Strong computer skillsThe position will average 32-38 hours per week.This is not a remote position and will require on-site work in an office setting.An insurance license is a plus but not required.Benefits:MedicalDentalVision401k

Created: 2025-01-11