Insurance Agency Coordinator

Job Title: Insurance Agency Coordinator

Work Location: Albuquerque, NM (Onsite)

Duration: Contract

Work Schedule: Monday- Friday 9:00 am 5:00 pm (MST)

Job Description:

• Assisting walk-in customers with payment processing, adhering to prescribed processes.
• Interacting in a professional manner with existing or prospective client customers who visit the office to provide assistance or facilitate a virtual connection with a client Exclusive Agent.
• Completing basic administrative tasks such as routing mail and coordinating the calendar application used to schedule EA/customer appointments.
• Utilizing client and Microsoft Office applications to complete daily tasks.
• Maintaining complete and accurate records as directed by their supervisor.
• Completing special projects at the request of their supervisor.

Education/Licenses: High School or Equivalent

Experience: 1 - 2 years of customer service or preferred office administration

Skills: Problem Solving, Calendar Management, Clerical Skills, Office Administration, Detail-Oriented, Customer Service

Functional Skills:

• Technical Proficiency Microsoft Office (Outlook, Outlook Calendar, Word, and Teams) and technology (training will be provided).
• Customer Service Skills Interacting in a professional manner with customers, employees, and client Exclusive Agents.
• Problem Solving Skills Ability to address and resolve routine administrative and operational issues in a timely and efficient manner.
• Organizational Skills Managing schedules and maintaining orderly records

Key skills: Clerical Skills, Office Administration