Company

Lee & Mason Financial Services, Inc.See more

addressAddressManassas, VA
type Form of workFull-time
salary Salary$16 - $18 an hour
CategoryRetail

Job description

Account Representative

  • Job Summary:

The Account Support Representative will interact with the company’s clients while providing support to Account Managers on case management tasks.

Duties/Responsibilities:

  • Assists Account Managers with daily tasks and client requests.
  • Processes and distributes daily reports to clients.
  • Interacts with clients via telephone or email to provide support and complete case management tasks.
  • Performs data entry or research projects as assigned.
  • Performs quality control audits between data entry and insurance documents.
  • Fields client questions and complaints; when the issue is beyond the representative’s knowledge, forwards to the Account Manager.
  • Maintains client accounts and records of client interactions with details of inquiries, complaints, or comments.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Excellent organization skills and attention to detail.
  • Proficient in Microsoft Office Suite or related software.
  • Strong customer service and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Strong time management and multitasking skills.
  • Ability to follow detailed instructions for recurring tasks
  • Ability to work with minimal supervision in a team-oriented and fast-paced environment
  • Insurance knowledge is preferred but not required.

Education and Experience:

  • High school diploma or equivalent.
  • Customer service experience required.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Job Type: Full-time

Pay: $16.00 - $18.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities

Schedule:

  • 8 hour shift
  • Day shift
  • Holidays
  • Monday to Friday
  • No nights

Travel requirement:

  • No travel

Ability to Relocate:

  • Manassas, VA 20110: Relocate before starting work (Required)

Work Location: In person

Benefits

Health savings account, Health insurance, Dental insurance, 401(k), Paid time off, Parental leave, Vision insurance, Retirement plan
Refer code: 8455978. Lee & Mason Financial Services, Inc. - The previous day - 2024-03-05 05:08

Lee & Mason Financial Services, Inc.

Manassas, VA

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