Client Concierge at Numero Uno Insurance | Torre
Client Concierge
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Numero Uno Insurance

Client Concierge

Numero Uno Insurance
Posted by
Minerva Ferrer
Emma
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Full-time

Legal agreement: Depends on the location of the candidate

Currency exchange and payroll taxes to be paid by:

Depends on the location of the candidate

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+ Bonuses (up to 50% of base compensation)

location_on
Remote (specific timezone)
public
GMT-08:00 to GMT-02:00
Posted about 1 year ago

Responsibilities

- Greet and assist clients (by phone, email, text, or chat) with professionalism and warmth. - Manage incoming calls and route them to the appropriate team member. - Support clients with account updates, document requests, and payment processing. - Schedule appointments for agents and maintain calendars. - Assist in preparing proposals, presentations, or follow-up documentation. - Handle light administrative tasks (scanning, filing, updating CRM/QQ Catalyst). - Ensure the office environment is welcoming and organized. - Deliver a “white glove” experience for both new and existing clients. - Bilingual (English/Spanish) strongly preferred. - Prior experience in customer service, hospitality, or administrative support. - Strong communication skills (verbal and written). - Friendly, empathetic, and professional demeanor. - Comfortable with technology (Microsoft Office, CRM systems, QQ Catalyst experience a plus). - Ability to multitask and stay organized in a fast-paced environment. - Team player with a proactive attitude.
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