Customer Service Associate

Olathe, KS

Posted: 11/06/2023 Recruiting Division: Administrative Job Number: EB-1448993443 Pay Rate: $18.00 - $18.00 per hour

Job Description

Customer Service Associate

Olathe, KS

Our client is a local Insurance and Financial Services Agency looking to add a Customer Service Associate to their growing agency! The Customer Service Associate will serve as a first point of contact for current clients and will be a key piece of the client experience. This individual will work directly with clients, support the agent, and ensure office operations run smoothly.

Major Responsibilities
  • Answer all incoming customer service inquiries
  • Maintain strong relationships with current customers
  • System Administrator of CRM system
  • Process policy changes
  • Work with underwriting to obtain and update customer documentation
  • Prepare virtual client meeting links and email confirmations
  • Manage and maintain all client contact information in CRM and internal databases
  • Greet all clients coming to the office
  • Update client account information as requested
  • Upload client insurance documents
  • Handle all incoming and outgoing mail
  • Generate weekly, quarterly, and annual reports as requested
  • Provide general administrative support to agent

Requirements for the Role
  • 3 years prior experience in a professional office setting
  • Strong technical aptitude and ability to become subject matter expect for CRM system
  • Ability to handle highly confidential information
  • Willingness to obtain Insurance Property & Casualty license within 6 months of hire
  • Friendly, professional demeanor and strength in relationship building
  • Ability to work in office from Monday –Friday from 8am –5pm

About Morgan Hunter

Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we're also responsive and efficient, creating a tailored hiring experience for both employer and job seeker—because everyone deserves to find the right fit.
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