Customer Service / Projects Assistant

Customer Service / Projects Assistant

Yuma Risk Management Group, LLC

Independent Insurance Agency

Responsibilities include:

• Provide high quality and welcoming service to clients, both in person and over the phone.
• Organization and attention to detail on all processes.
• Schedule and confirm appointments for producers.
• Collect and process client payments.
• Reconcile, note and record discrepancies on client payments on their accounts.
• Process requests from clients for information.
• Time management.

Position Requirements:

• Ability to quickly process information and make decisions.
• Minimum three years of general computer skills.
• Minimum one year of Microsoft Office experience including proficiency working with Excel spreadsheets.
• Minimum one year experience using a client management system.
• Efficiency in processing paperwork.
• Attention to detail in all data entry work.

Ideal (Not Required):

• Bilingual, English and Spanish (proficient speaking. Read and write)

This is a full-time position.

Our business hours are Monday through Friday 8:30am-5:30pm.

Starting pay is $15.00 hourly.

Benefits (after 90 day probationary period) listed below:

• $50.00 allowance for insurance ancillary policies (accident, hospital, etc.)
• Generous Paid Time Off schedule – 10 days on year 1 (not including paid Holidays)
• Payment or allowance of expenses related to professional growth.
• 401K Retirement Plan offered after 1 year of service.

Job Type: Full-time

Pay: From $16.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• On-the-job training
• Paid time off

Experience level:

• No experience needed

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Computer: 3 years (Required)
• Microsoft Office: 3 years (Required)
• Content management systems: 3 years (Required)

Work Location: In person