Job Details

Do you enjoy connecting with people from all walks of life? Do you have a knack for making people feel welcome and making them smile? Are you good at anticipating needs, working in a professional team environment, and doing what it takes to get the job done?

This role provides reception, administrative, and client support for Senior Financial Group (www.sfgmedicare.com) and National Contracting Center (www.nccagent.com).

About the Role

You will manage a high volume of inbound calls, deliver exceptional client service, track insurance applications, and perform a wide variety of office administration tasks. By fostering strong client relationships and supporting company operations, you will directly contribute to client retention and the achievement of company goals.

We Offer:

• W2 employment with a competitive base salary + performance bonuses.
• Full benefits: medical, dental, vision, 401(k) with 5% match, student loan paydown assistance, paid caregiver and parental leave, and more.
• Generous paid time off, including 3 weeks of PTO, all major holidays, and Twixmas (office closure between Christmas and New Year's).
• Professional development: access to LinkedIn Learning, mentoring, and project opportunities.
• Meaningful Work: We help small business owners grow their businesses and guide seniors in finding the right coverage, avoiding scams, and receiving top-notch service.

Responsibilities

• Provide caring, personalized service to clients, agents, and employees, resolving problems and ensuring a positive experience.
• Answer and route inbound calls promptly, and assist with inquiries as needed.
• Place follow-up calls to clients on behalf of agents, addressing issues and explaining benefits.
• Accurately enter and update data in Salesforce and internal databases.
• Process and monitor insurance applications through multiple steps.
• Maintain filing systems to ensure data integrity.
• Prepare and mail client policies, send thank-you notes, and support retention initiatives.
• Order, stock, and organize office, kitchen, and agent product supplies.
• Assist with scheduling and coordinating in-office seminars, meetings, and special events.
• Manage reception duties, security fobs, visitor logs, and facility requests with the landlord.
• Support the onboarding of new employees.
• Serve as a conduit between insurance carriers and clients, facilitating communication, resolving issues, and ensuring timely and accurate information flow.
• Communicate promptly and professionally by phone and email, using excellent grammar and spelling.
• Demonstrate critical thinking and process improvement skills to enhance client and office operations.

Qualifications

• Associate's degree or equivalent professional experience.
• Administrative experience in a professional office environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat.
• Strong communication skills (phone and email) with excellent grammar and attention to detail.
• Demonstrated ability to organize, prioritize, and meet deadlines.

Required Skills

• Experience in the insurance industry.
• Process improvement and documentation experience.
• Prior experience working with seniors.
• Customer service and office administration experience.
• Experience working within CRMs, most notably, Salesforce.

Preferred Skills

• Positive and personable, able to connect with people from all walks of life.
• Persistent and committed to doing the work necessary for success.
• Flexible, adaptable to change, and eager to learn.
• Calm and professional when solving problems and resolving client concerns.
• Team-oriented and supportive of others' success.
• Self-managed, organized, and productive with minimal oversight.
• Caring, patient, and motivated to help seniors.
• Reliable with a strong work ethic and professionalism in every interaction.

This position requires interaction with people and technology while standing or sitting. Team members must be able to:

• Sit for extended periods (position is primarily sedentary).
• Enter information via keyboard at a reasonable speed.
• Communicate fluently in English by phone and in writing.
• Hear, see, and read information on computer screens and printed materials.
• Perform repetitive hand motions and occasional lifting up to 15 lbs.
• Must be able to work onsite in our Knoxville, Tennessee office.
• Must have reliable transportation.
• Ability to manage phone-based interactions and extended screen time.
• Must be able to manage high demand during peak busy seasons, including working overtime as needed.

Equal Opportunity Statement

This job description is not intended to be an exhaustive list of all duties. Responsibilities may change over time.

NO EXTERNAL RECRUITERS, PLEASE.

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