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Position: Customer Service Admin

Pay: $18 hr

Schedule: Mon-Fri 8am-5pm

Industry: Insurance

We are seeking a **Customer Service Admin** to work with our insurance agency !

Job description:

1. Greet customers with a friendly demeanor and offer them refreshments

2. Follow processes and procedures of the agency to create premier customer service and promote a professional work environment.

3. Take new business information accurately and communicate to Account Manager within 30 minutes of end of call.

4. Handle daily printing, scanning and faxing for the entire team.

5. Handle daily filing for the entire team.

6. Handle basic billing questions where to pay, who to pay, what to pay and pass any higher level questions to the Account Manager or CSR.

7. Run Cancellation Reports

8. Call to follow up on late payment notices as directed in the cancellation procedures.

9. Relentlessly work to update contact information on each and every call.

10. Enter data into EZ Lynx.

11. Be the first to answer all phone calls and diligently screen the calls to handle any service tasks that are indicated in this job description.

12. Proactively work with Account Managers to take work from their desks that can be handled within your role.

13. Clearly and effectively communicate to the clients to manage expectations both via the phone and email. This includes taking a proactive approach.

14. Assign Underwriting Memos as directed in procedures manual - located in Teams Notebook

15. Work to support the marketing and branding team in the following ways:

+ a. Provide them any business cards to be entered into marketing campaigns

+ . b. Suggest blog, email and social media topics to the marketing department.

+ c. Share agency social media posts on personal social networks.

+ d. Participate in pictures and agency branding opportunities when invited.

13. Handle customer service email first thing in morning.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.