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Front Desk Insurance Customer Service

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We are looking to hire an Front Office Admin to join our team!

Position Overview

Successful Country Financial Representative seeking a qualified professional to join my winning team for the role of Office Admin - Client Specialist. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self - starter who thrives in a team environment, then this is your opportunity for a rewarding career with growth potential.

Responsibilities

  • Foster existing customer relationships and follow up with clients, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive...

  • Health benefits/Simple Retirement Plan
  • Growth potential/Opportunity for advancement within my office

Requirements

  • Strong customer service experience
  • Ability to handle multiple tasks, including multi-line phones
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Self-motivated, able to identify opportunities to go the extra mile for clients

Preferred, but not required

  • Property/Casualty licensing
  • Bi-lingual

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a COUNTRY Financial independent contractor agent, not with COUNTRY Financial Insurance Companies.

We are Located in Canby, OR and Help Customers With Their Insurance And Financial Services Needs, Including

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

Job Type: Part-time

Pay: From $17.00 per hour

Benefits:

  • 401(k)
  • Flexible schedule
  • On-the-job training
  • Paid time off

Work Location: In person

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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