Client Service Guide

The Client Service Guide is responsible for answering and directing calls, greeting visitors, processing incoming documents, processing claims, and supporting office management. Provides administrative and clerical support across departments while upholding professional standards.

Requirements

• Answer incoming calls, from a multi-line phone system, accurately transferring to the appropriate colleague, as needed, in a courteous and efficient manner
• Greet incoming clients and visitors, ensuring they meet with the correct colleague/manager, offer refreshments as needed
• Effectively process all incoming documents (email, postal mail, un-routed documents, fax, etc.) and accurately label, attach and set activities, as needed, and distribute to the correct department/colleague/Resource Pro
• Provide management administrative support, as needed, including correspondence, scheduling, organization, etc.
• Assist in agency office clerical duties and processes as needed
• Responsible for receiving phone calls and emails for all claims. Duties include reporting claims to carriers, assisting clients with claims information, and supporting them through the entire claims process until resolution
• Maintain a clean and neat office environment for our customers and company guests, including maintaining kitchen and refrigerator cleanliness

Benefits

• Retirement Plan