• Manage financial transactions and handle inquiries with accuracy and efficiency.

• Provide financial advice and guidance based on client needs.

• Resolve client concerns and disputes promptly.

• Ensure adherence to regulations and data security protocols.

• Maintain accurate records of financial transactions and client interactions.

• Contribute to the overall success of the financial services department by meeting performance targets.

• High school diploma or equivalent

• Excellent communication skills with a balance of professionalism and empathy

• Basic understanding of insurance terminology, policy structures, and claims procedures

• Proficient computer skills with strong data entry and documentation accuracy

• Ability to perform effectively in a fast-paced, compliance-driven work environment