Insurance Customer Service Specialist

hace 1 semana


San Juan, San Juan, Puerto Rico Human Advisors, Llc A tiempo completo

About Human Advisors, Llc

We are seeking a highly organized and motivated Account Executive Assistant to join our team. As an Account Executive Assistant, you will be responsible for providing exceptional customer service to our clients, managing client communications, and nurturing key relationships.

Our ideal candidate will have 2-4 years of experience in the Property and Casualty insurance industry or a similar role. You will assist the Account Executive with all client servicing topics as needed and ensure all relevant data is properly tracked in our agency management system.

Responsibilities:

  • Provide customer service to clients and respond to their inquiries in a timely manner
  • Manage client communications and maintain accurate records of all interactions
  • Nurture key relationships with clients and provide them with exceptional service
  • Assist the Account Executive with all client servicing topics as needed
  • Ensure all relevant data is properly tracked in our agency management system

Requirements:

  • Associate or Bachelor's degree required
  • 2-4 years of Property and Casualty insurance industry experience or in a similar role
  • Ability to organize, prioritize, monitor, and control workflow deadlines and be flexible
  • Be energetic/have a proven sense of urgency
  • Fully Bilingual (written and oral)
  • Strong follow-up, written and verbal communication, and problem-solving skills
  • Basic computer skills and proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, etc.)

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