Insurance Services Specialist

Greylock Insurance Agency · Pittsfield, MA · 1 mo ago

OTHRFull-time

Serve as first point of contact for incoming calls, visitors, and inquiries; ensure timely, professional, and accurate handling and routing to appropriate staff.
Open, sort, and process incoming mail; assist the Processing Department with related duties.
Maintain agency supplies and assist with physical office needs in coordination with the Operations Manager.
Perform cashier duties, including accepting payments, issuing receipts, updating the agency management system, and transmitting payments to carriers within guidelines.
Prepare correspondence, memos, and reports; provide general administrative support and backup coverage for the Administrative Assistant as needed.
Promote Greylock Federal Credit Union products and services when appropriate; perform other duties as assigned to support agency operations.

All customer inquiries, calls, and visits are handled promptly, professionally, and accurately.
Agency communication channels and lead distribution processes are maintained accurately and efficiently.
Mail and scanning processes are completed in a timely and organized manner.
Office supply levels are maintained and provide front desk coverage.
Payments are processed and transmitted in compliance with carrier guidelines and internal procedures.

Experience: Two years prior customer service experience preferred.
Education: High school diploma or equivalent.
Licenses/Certifications: None required.
Interpersonal Skills: Professional, upbeat communication style; ability to interact effectively with clients, vendors, and staff.
Technical/Other Skills: Proficiency in Microsoft Office (Word, Excel); ability to use office equipment; experience with spreadsheets and data entry systems; strong organizational skills.

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