1. Assist our offices, including data entry, documents processing and document management.
2. Handle client inquiries and provide excellent customer service via email, chat and phone.
3. Collaborate with our agents to prepare quotes and proposals for clients.
4. Schedule appointments, manage calendars, and assist with meeting coordination.
5. Prepare and submit insurance claims accurately and efficiently.
6. Maintain client record and ensure data integrity.
7. Conduct research on our products, regulations and industry trends.
8. Assist with marketing initiatives including social media management and content creation.
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