Front Desk & Client Support Representative
Location: TLC Insurance Group & Wealth Corporate Office
Job Type: Full-time
Schedule: Monday - Friday, 9:00 AM - 5:00 PM
Salary: $30,000 - $50,000 or more (dependent on experience)
Job Description:
TLC Insurance Group and Wealth is a National Medicare Brokerage seeking a dedicated Client Services Representative to join our team! This role involves managing incoming calls, building sustainable relationships and ensuring a high level of satisfaction with our clients. You will work closely with clients to understand their needs, offer solutions, and provide exceptional customer experience. If you have strong communication skills, enjoy problem-solving, and are committed to customer service excellence, we would love to hear from you!
Key Responsibilities
- Answer and direct incoming phone calls in a professional and courteous manner.
- Provide support to clients by responding to inquiries and assisting with policy-related requests.
- Perform accurate data entry and maintain client records within company systems.
- Process and organize insurance applications, documentation, and correspondence.
- Assist agents and management with administrative tasks and special projects.
- Monitor and manage email communications, ensuring timely follow-up and resolution.
- Prepare reports, spreadsheets, and other documents using Microsoft Office applications.
- Maintain confidentiality of client information and adhere to company policies and procedures.
- Coordinate with insurance carriers and internal departments to resolve client issues efficiently.
Qualifications
- High school diploma or equivalent required.
- Previous customer service, administrative, or insurance industry experience preferred.
- Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.
- Strong data entry skills with a high degree of accuracy and attention to detail.
- Excellent verbal and written communication skills.
- Professional phone etiquette and strong interpersonal skills.
- Ability to multitask, prioritize responsibilities, and meet deadlines.
- Dependable, self-motivated, and team oriented.
- Background in Insurance and/or licensed (Medicare, Individual, Property & Causality…) a plus but not required
Desired Skills
- Experience working with CRM or agency management systems.
- Strong organizational and problem-solving abilities.
- Ability to learn new software and processes quickly.
- Commitment to delivering outstanding customer service.
Benefits
- Competitive compensation
- Paid time off
- Health and dental benefits
- Retirement savings opportunities
- Professional development and advancement opportunities
If you are a motivated professional who enjoys helping clients and supporting a successful team, we encourage you to apply.
Please send your resume and direct any questions to [email protected]
Job Type: Full-time
Pay: $30,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
