Client Concierge

Purpose: 

We’re seeking a compassionate, committed and organized Client Concierge to join our top performing team. This person will be the first to welcome all clients who enter the office and may work with anyone from first-time home buyers to high-net-worth buyers investing in luxury real estate valued at more than $20M. This role will also serve as the general office manager at this location for all administrative purposes.

Client Concierge Duties:

• This is a GREAT opportunity for a Customer Service Rep with insurance industry experience who is very organized and loves helping clients


• Process payments, provide proof of insurance, ID cards, etc.


• Monitor incoming texts, voicemails and faxes. Send to appropriate team members


• Schedule appointments for clients with team members


• Mail (inbound and outbound)


• Order and store general office supplies and monitor office water delivery


• Scan and upload documents for clients and team members


• Call and follow up with clients whose insurance is being cancelled due to non-pay, missing documents, and returned payments


• Provide mortgages, lienholders, etc. with client evidence of insurances


• File glass, towing, and roadside claims


• Communicate what documents are required by insurance carriers at renewal and provide updated docs to the insurance company

We are looking for applicants who are professional, confident, outgoing, and excited about a career in Customer Service. They also should:

• Have their insurance license (Preferred)


• Have at least 2 years of experience in the insurance industry


• Be friendly, fun, organized and thoughtful


• Be able to successfully juggle multiple priorities and personalities


• Welcome feedback and be committed to continual growth

Education:

• High School Diploma or equivalence is mandatory


• Associates degree preferred but not required

Benefits:

• Health Benefits


• 401(k) - Option after 1 year


• Competitive guaranteed hourly wage


• Paid Vacation/Sick Days


• Paid Holidays


• Annual Bonus potential


• Paid product training 


• Continuing education 


• Career advancement opportunities 


• Employee Rewards and Discounts 


• And much, much more!