Job Description
Roles & Responsibilities
Desired Candidate Profile
Possess a High School Diploma or equivalent; an Associate's or Bachelor's degree in Business or a related field is advantageous.
Demonstrate 3 + years of experience in an administrative or customer service role, preferably within the financial or insurance industry.
Proficient in using CRM software and Microsoft Office Suite (Word, Excel, Outlook) for daily tasks and reporting.
Exhibit excellent communication and interpersonal skills, enabling effective interaction with clients and colleagues.
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