We're an insurance agency that provides comprehensive financial and health planning services to help clients achieve their financial objectives.
We are seeking a professional and customer-oriented Online Receptionist to join our team. As an Online Receptionist, you will be responsible for providing excellent customer service and handling a variety of administrative tasks remotely. This role involves managing incoming calls, emails, and live chat inquiries, scheduling appointments, and ensuring smooth communication between clients and the appropriate departments.
Online Receptionist Duties and Responsibilities:
Respond to and manage incoming calls, emails, and live chat inquiries in a timely and professional manner.
Schedule and coordinate appointments, meetings, and calls for team members.
Provide accurate information about the company’s services, products, and policies to clients and visitors.
Maintain and update customer records, appointments, and other relevant information.
Transfer calls or forward messages to the appropriate team members or departments.
Ensure smooth daily operations by assisting with general administrative tasks as needed.
Maintain a professional and friendly demeanor while representing the company.
Excellent communication skills, both written and verbal.
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and prioritize effectively.
Previous customer service or administrative experience is preferred.
Familiarity with virtual communication tools.
Ability to work independently and maintain a positive work environment.
All your information will be kept confidential according to EEO guidelines.
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