Do you enjoy communicating with people and helping them navigate through their questions?
Are you interested in joining a team that focuses on high customer satisfaction and long-standing relationships?
If that’s a ‘YES’, you’ve come to the right place!
We currently have an exciting career opportunity for a Operations Specialist I in our Fort Washington, PA office. This position will support the Affinity Insurance Services group in the company's AICPA Insurance Trust department.
What will you day look like?
Exercise your customer relation skills by fielding client questions and addressing needs via phone and email correspondence
Partner with sales team to implement creative outreach programs to existing clients
Enjoy regular exposure to other departments and teams by collaborating on special projects, including new programs, products and technology
Over the course of your career, become a subject matter expert
Support a specialized team and management to address product information, and policies and procedures with carriers, auditors and business partners
You will learn about various insurance product lines to help drive revenue growth for the firm and your team
Use attention to detail to analyze transactions, correct records and adjust errors, as needed, on group policies
Sharpen your skills in identifying process efficiencies and implement them to handle daily activities thoroughly and accurately
Occasional opportunity to attend trade shows and conferences
Plus more!
Benefits: A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
REQUIRED EXPERIENCE & SKILLS:
•Life, Accident & Health license and P&C license required within 6 months of hire.
•Associates degree and 1-3 years of experience in insurance sales or customer service across multiple insurance products or financial services products
•If no degree 4 years of insurance /customer service experience
•Prior experience working in a call center environment preferred
•Strong working knowledge of Microsoft Office Suite, including MS Word, MS Excel and MS PowerPoint
•Prior Experience working on a team as well as independently
•Proven ability to provide a high-level of service to customers with strong follow-up skills
•Demonstrated skills and abilities to be goal-oriented and collaborate with leaders to solve complex issues
Resumes: Debra Christal, christd@mustardseedcareers.com Or send resumes to https://www.reflik.com/job?jobId=NTg2OA==referrer=NjA3OQ== .
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