Administrative Assistant - Marketing Coordinator - Customer Service

$37,440 - $41,600/Yr

Unclassified - Washingtonville, NY

Full-time - Entry Level

Washingtonville, NY

About the position

The Administrative Assistant - Customer Service Representative and Marketing Coordinator position at C. Quick Insurance Agency Inc. is designed for individuals who thrive in a dynamic work environment and enjoy multitasking. This role offers consistent work hours, opportunities for career growth, and the benefit of paid time off and paid holidays. The successful candidate will be responsible for managing the agency's marketing program, ensuring effective communication with clients and prospects, and providing exceptional customer service. The position requires a proactive approach to maintaining client relationships and supporting the agency's operational needs. In this role, you will be tasked with updating and managing the agency's marketing communications, including ensuring that all customer contact information is current and that clients who opt out of communications are promptly removed from mailing lists. You will also handle incoming customer phone calls, providing friendly and efficient service, and processing various insurance-related tasks such as policy changes, renewals, and cancellations. The ability to foster good working relationships with clients and team members is essential, as is the capacity to follow through on service requests to completion. The ideal candidate will possess a marketing background or a college degree in sales/marketing, along with strong communication skills, both verbal and written. A positive attitude and integrity are crucial, as you will be representing the agency in all interactions. This position is an excellent opportunity for someone looking to grow their career in a supportive and award-winning insurance agency that values teamwork and community involvement.

Responsibilities

• Manage the agency's Marketing program.
• Ensure that all emails and cell numbers are up to date.
• Remove customers that opt out of receiving text/emails.
• Update content to keep communication fresh with customers and prospects.
• Answer incoming customer phone calls in a bright, friendly manner.
• Follow procedures to take care of customer requests or transfer to a team member.
• Process all incoming mail and log into the insurance carrier website to download communication and save in the management system.
• Process insurance policy changes, renewals, billing, and cancellations in accordance with agency guidelines.
• Foster and maintain good working relationships with clients, agency employees, and prospects.
• Note all phone conversations, appointments, walk-ins, and efforts in the Agency System.
• Discover opportunities to multi-line prospects/current clients and transfer to licensed agents to earn bonuses.
• Follow through on all service work to completion.
• Handle correspondence from companies as distributed by management, to completion.
• Assist the agency in all aspects of office routine.

Requirements

• Marketing background or a college degree in sales/marketing.
• Positive attitude.
• Strong working knowledge of Outlook, Word, PowerPoint, and Excel.
• Excellent communication skills at all levels, including listening skills.
• Ability to express oneself properly in writing.
• Strong customer service skills and ability to work in a dynamic team environment.
• Integrity in all actions.

Benefits

• 401(k)
• Paid holidays
• Paid time off