Customer Service: Assisting customers with inquiries, policy servicing tasks, and general support. This could involve answering phone calls, responding to emails, and assisting walk-in customers at the office. Appointment Scheduling: Coordinating appointments between clients and insurance agents or advisors. This includes managing calendars, scheduling meetings, and sending reminders to both parties. Documentation and Filing: Handling paperwork and documentation related to insurance policies, claims, and customer information. Ensuring that documents are accurately filed and organized for easy retrieval. Data Entry: Entering and updating customer information, policy details, and other data into the company's database or CRM system. Maintaining accuracy and confidentiality of information. Billing and Payments: Assisting customers with billing inquiries, processing payments, and resolving billing-related issues. This could involve accepting payments in person, over the phone, or through online payment portals. Policy Issuance: Assisting with the issuance of new insurance policies, including gathering necessary information from clients, preparing policy documents, and ensuring that all required forms are completed accurately. Claims Support: Providing support to customers throughout the claims process, including assisting with claim submissions, gathering necessary documentation, and providing status updates. Appointment Coordination: Coordinating appointments between clients and insurance agents or advisors. This includes managing calendars, scheduling meetings, and sending reminders to both parties. General Administrative Support: Assisting with various administrative tasks such as photocopying, faxing, scanning documents, and maintaining office supplies. Compliance: Ensuring compliance with company policies, procedures, and regulatory requirements related to customer interactions, data handling, and confidentiality.