Company Description
Vault Insurance & Investments in Tukwila, WA, focuses on providing independent, comprehensive investment advisory and insurance services tailored to fit individual financial goals and insurance needs.
Role Description
This is a full-time on-site role for a CSR/Internal Support at Vault Insurance & Investments. The CSR/Internal Support member will be responsible for providing customer service and internal support, ensuring customer satisfaction, and enhancing the overall customer experience on a daily basis.
Qualifications
- Customer service representative and customer support skills
- Customer satisfaction and customer service skills
- Ability to enhance the customer experience
- Excellent verbal and written communication skills
- Strong problem-solving and interpersonal skills
- Experience in the insurance or financial services industry is a plus
- High school diploma or equivalent required; additional certifications are beneficial
Duties include (but not limited to) the following:
- Correspond with clients regarding changes.
- Track case management for agents.
- Schedule and confirm appointments.
- Maintain and update client records.
- Scan/file (paperless system).
- Cross-train for other roles (vacation coverage).
The candidate we are looking for should be able to demonstrate:
- Attention to detail
- Solid written and verbal communication
- Quality customer service (working with clients and assisting them with updates and changes)
- Strong computer skills
The position will average 32-38 hours per week.
This is not a remote position and will require on-site work in an office setting.
An insurance license is a plus but not required.
Benefits:
