Customer Services – Client Retention

Job Description

Administrative Assistant – Customer Services | American Insurance Point

The Tone:
This is an entry-level, full-time role at American Insurance Point, located in Orlando, Florida. American Insurance Point helps clients manage their insurance needs, focusing on excellent customer service and client retention. This position is vital for maintaining strong relationships with clients and financial partners, ensuring smooth policy renewals and efficient data management. We are looking for a reliable and organized individual eager to grow within a supportive environment and contribute directly to our clients’ satisfaction.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Orlando, Florida
• Pay: $16 hourly
• Mission: This role is responsible for ensuring strong client retention and engagement by managing policy renewals, updating client information, and coordinating with financial partners.
• Tech Stack: Microsoft Outlook, Word, Excel

What You’ll Actually Do
• Client Retention: Handle policy renewals and ensure strong client retention.
• Relationship Management: Maintain customer relationships and engagement.
• Partner Coordination: Coordinate with financial institution partners to update client information, policies, and payment processing.
• Data Management: Manage and organize data accurately and efficiently.

The Must-Haves
• Background: Entry-level professional with a strong foundation in customer service and administrative support, seeking growth within the insurance sector.
• Experience: Basic proficiency in Microsoft Outlook, Word, and Excel for communication and data handling.
• Skills: Excellent verbal and written communication skills (phone, email, and in-person); Strong organizational abilities with keen attention to detail and capacity to multitask; Proactive team player with a positive attitude and eagerness to learn; Fluency in both English and Portuguese required; Must possess valid work authorization in the U.S.