Role and Responsibilities:
• Manage queries of clients.
• Work closely with team members to ensure daily tickets are resolved and closed.
• Manage large influx of customer service emails daily.
• Must resolve customer issues as per Service Level Agreements with clients.
• Manage ticketing system for service tasks as they come on Microsoft office.
• Must be a savvy user of technology, including Office 365, specifically, Microsoft Excel, Teams
and Outlook.
• Coordinate with colleagues to perform their duties.
• Setup Standard Operating Procedures and keep them updated with new systems and
technologies and methods with the teams.
• Deliver monthly sales report to Executive Team.
• Be a bridge between the management and staff to ensure good relations.
Preferred Skills:
• Time Management.
• Software Aptitude.
• Adaptability.
• Conscientiousness.
Additional Notes:
Software used:
• Zoom (Scheduling and Presentations).
• Office 365 (Teams/Outlook/Excel/PowerPoint/ MS Word) and Email proficiency with Witty
Parrot.
• Ease (Client Management Portal).
• Insurance Carrier Portals.