Onboarding Support

Are you interested in a starting your career with an established company where you will receive in-depth training and hands on support?
Encharter Insurance, an Insuramatch Company, is based in Amherst, Massachusetts with offices in Lexington and Worcester. We are a large, growing independent insurance agency with national capabilities. With access to a vast array of premier insurance companies, we are committed to matching our customers with the best product and price in the market.
To support our expanding operations, we seek highly motivated, enthusiastic, self-reliant and professional individuals to join our team. We offer a highly competitive salary, an incentive plan, a 401K plan and a complete package of benefits. We have a positive, supportive work environment that rewards and recognizes achievement and development.
Job Title: Onboarding Support
Job Description: Administrative
Encharter is looking for a responsible Onboarding team member to learn the tasks associated with welcoming new customers. This position has contact with new customers as well as current customers, professionalism, and great customer service skills required. We are looking for a dynamic individual who has, attention to detail, friendly telephone demeanor, and great time management skills to work in a fast paced environment.
Responsibilities Include:
Welcome calls/letters/emails:
Responsible for reviewing provided reports to make outbound calls, send emails and letters to new customers.
Request for Information (RFI):
Use encrypted email to secure additional documents from new customers to complete their file
Support Team Lead as needed
General office administration:
Front desk back up coverage as needed
Attend Encharter events as needed
Other administrative tasks as needed
Basic Excel knowledge is required.
Insurance license is not required
Minimum high school degree; Associates preferred
M-F, 8:00am-4:30pm, Lexington, MA or Amherst, MA office

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