Customer Service Representative responsible for managing customer relationships and processing requests. Collaborating with departments for efficient order handling and timely issue resolution.
PL
Hybrid Admin Support Specialist
Posted 3 weeks ago
About the role
- Administrative Support Specialist ensuring smooth agency operations at Dreher Insurance. Handling client communications, data entry, and administrative tasks in a hybrid work environment.
Responsibilities
- Answer and route incoming phone calls to the appropriate personnel
- Provide basic assistance to clients via phone, email, or in person (no coverage advisement)
- Track and distribute requests, set up prospect/client files and enter data into the Agency Management System (AMS)
- Prepare and organize documents and correspondence for agent review, ensuring accuracy
- Verify, enter and update client information and policy details in the Agency Management System
- Distribute Agency emails and carrier notices to appropriate recipients
- Assist with processing certificates of insurance and policy endorsements after approval from a licensed agent
- Enter quote details into rating platforms as directed
- Work closely with agency producers, account managers and virtual assistants to support daily workflow
- Participate in general administrative tasks and assist with agency projects as needed
Requirements
- Experience working in an administrative or customer service role (preferred)
- High School Diploma/GED (required)
- Experience in the insurance industry or corporate office setting (preferred)
- Strong organizational skills and the ability to manage multiple tasks efficiently
- Excellent written and verbal communication skills (both oral and written)
- High attention to detail and accuracy in data entry and document review
- Ability to work effectively in a fast-paced environment
- Strong problem-solving skills with a persistent approach to resolving issues
- High proficiency with Microsoft Office Suite, Google Suite and other administrative software tools
- Ability to maintain confidentiality and demonstrate sound professional judgment
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company Paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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