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[Insurance Office Support Specialist](https://freelancer.com/projects/customer-service/insurance-off

financial details and policy records in our management system the same day they are received · Support Specialist · Telegram

[Insurance Office Support Specialist](https://freelancer.com/projects/customer-service/insurance-office-support-specialist.html) I need a proactive assistant who can jump straight into the day-to-day rhythm of a property & casualty agency that writes home, auto, and small-business policies. The work is ready to start immediately and accuracy, clear communication, and a calm phone manner are crucial. Here is what I expect you to handle for me: • Answer inbound customer calls, triage questions, and set precise follow-up appointments so no conversation is left hanging. • Update client financial details and policy records in our management system the same day they are received, keeping compliance spotless. • Organize digital and paper documents, naming and filing them so they are retr...

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