Director of Welcome & Client Experience

Aurora National Insurance; Homer (AK); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Dental Insurance

Vision Insurance

Job summary

Coastline Insurance Agency, part of Aurora National Insurance, is seeking a Director of Welcome to be the first voice our clients hear. You will gather information needed for quotes, take payments, send ID cards or COIs, and support client appreciation through birthday cards and holiday mailings.

We value someone who is organized, warm on the phone, and proactive, ensuring tasks are completed efficiently and with a friendly, family-oriented touch.

Qualifications

• Friendly, confident phone voice and patience with people.
• Comfort with computers and learning new systems quickly.
• Attention to detail: intake forms, payments and certificates have to be right the first time.
• Reliability and discretion with clients' personal and financial information.
• 1+ year in customer service, reception or office work.

Responsibilities

• Answer the phones and help callers on the spot.
• Greet every caller and walk-in, and resolve the most common requests.
• Gather intake information for quotes for personal, commercial, and employee benefits to support quoting.
• Route calls that need a licensed agent to the right person.
• Take payments over the phone through carriers' systems and follow up on past-due invoices.
• Send auto ID cards and issue COIs (proof of insurance).
• Coordinate client appreciation and marketing projects with vendors.

Skills

Phone communication

Computer literacy

Attention to detail

Discretion with data

Customer service experience

Job description

Coastline Insurance Agency, part of Aurora National Insurance, is seeking a Director of Welcome to be the first voice our clients hear. You will gather information needed for quotes, take payments, send ID cards or COIs, and support client appreciation through birthday cards and holiday mailings.

We value someone who is organized, warm on the phone, and proactive, ensuring tasks are completed efficiently and with a friendly, family-oriented touch.