Client Success Administrator  Role and Responsibilities: 

Greet new or existing clients over in person

Funnel all calls that come through the office to the appropriate channel

In charge of updating and entering clients in CRM

If anyone in the office needs assistance - provide that assistance

Help service Medicare policies

Order new insurance and Medicare cards for clients

Schedule Medicare appointments and prepare the files.

Complete applications for Medicare appointments.

Assist agents when requested  

Key Competencies 

Excellent verbal and written communication skills.

Excellent resourcefulness: find solutions to issues

Excellent organizational skills and attention to detail.

Excellent time management skills with a proven ability to meet deadlines.

Ability to function well in a high-paced environment.

Knowledge of office administration, clerical procedures, and record-keeping  systems.

Proficient with computer systems and the ability to learn new or updated  software.

Ability to handle challenging people and diffuse situational problems