? Maintain an organized filing system of electronic documents
? Uphold a strict level of confidentiality
? Develop and sustain a level of professionalism among staff and clientele
? Assume the responsibility of receiving and sorting incoming payments with attention to credibility
? Demonstrate active listening, rapport building, empathy and solutions-focused problem solving when engaging with clients and staff.
? Assisting Service Agents with effectively identifying other needs in client conversations so we can connect with our other departments to assist (i.e.: Life, Benefits, Title, Business).
? Greet clients and visitors with a positive, helpful attitude.
? Assist clients in finding their way around the office
? Announce clients as necessary
? Assisting with a variety of administrative tasks, including copying, faxing, taking notes, etc.
? Professionally answering phones and routing calls as necessary
? Provide excellent customer service
Job Applicant Must Exhibit the Following Traits:
- Strong writing skills
- Professionalism & Helpful attitude
- Effective communicator and excellent communication skills
- Multitasking capabilities
- Organization skills
- Team player
- Positive can-do attitude
- Ability to remain calm under pressure
- Ability to prioritize