Job Title: Insurance Relationship Representative
Full-time, onsite position
Monday through Friday
Flexible 7.5-hour shifts between 8:00 AM 5:00 PM
MUST HAVE QUALIFICATIONS (Required)
Candidates must meet the qualifications below to be successful in this role:
Microsoft Office Suite proficiency, including:
o Outlook
o Excel (basic filtering at minimum)
o SharePoint and OneNote strongly suggested, but is preferred
Comfort using AI-enabled productivity tools, including Copilot and ChatGPT, to streamline tasks and simplify processes
Strong communication and multitasking skills, with the ability to:
o Ask questions and seek assistance when needed
o Network across multiple departments to support agents effectively
o Partner closely with the management team to track pipelines, answer process questions, ensure follow through, and support full cycle task completion
Experience handling confidential and sensitive information, including activities such as:
o Processing fingerprints
o Handling or supporting payment-related activities
Customer-facing office experience, including:
o Answering and directing phone calls
o Organizing meetings, trainings, and events
o Speaking comfortably in front of large groups of people
Ability to support onsite events (rare), including:
o Creating name badges
o Sending email reminders
o Assisting with coordination logistics