Operations Support Representative

Responsibilities include, but are not limited to• Support Insurance Advisor and client relations team members by acknowledgement of incoming requests and assign in Customer Relationship Management (CRM) system• Serve as the lead contact for incoming calls and direct to the appropriate team member• Fulfill assigned client requests• Process mail from insurance company partnersAssist with other activities as needed as part of the teamHigh School diplomaExcellent organizational skills with ability to multi-taskExcellent communication skills to build rapport and adapt communication with each clientAbility to complete tasks with minimum or no supervisionMinimum of 2 years of experience in a sales or service support role• Ability to learn computer programs to complete tasks and exceptional ability computer navigation skills