Application Intake Specialist - Tampa, United States - The Bailey Group

Description

• Experience in customer service
• Strong clients focus and serviceoriented attitude
• Maintains Salesforce records and internal database to document work activity and communication on all assigned cases
• Tracking and completing several tasks concurrently (priorities can change daily)
• Providing frequent progress updates on the status of all assignments
• Handling miscellaneous operational activities/projects and performing other duties as assigned
• Thoughtfully suggesting process improvement ideas to the team
• Maintaining client confidentiality and ensuring compliance with company's Code of Conduct
• Delivery of highquality work with strong detail orientation and diligently/accurately following processes
• Strong verbal, written, presentation, and interpersonal communication skills
• Intrinsic motivation, with a positive attitude and an extraordinary client service/relationship orientation
• Happy to jump in and help however needed with a sense of urgency and never says "that's not my job"
• Eager to learn quickly, is not afraid to ask questions/clarifications, and interest to share ideas and improve processes after first fully understanding the process
• A selfstarter who works independently and as a team, is resourceful, and solves problems quickly
• Immediate responsiveness and an ability to confidently handle multiple tasks within tight time frames
• Ability to quickly adapt to changing priorities or direction
• Excellent organizational and time management skills
• Earns trust and demonstrates integrity with clients and the internal team
• Interest to stay in the organization longterm

• Minimum of 3+ years as an Administrative Assistant, Sales Assistant, or Marketing Assistant with varying responsibilities
• Interest in and knowledge in the financial planning and/or life insurance industries
• Proficient user of Microsoft Outlook, Excel, and Word
• Must be able to pass a drug test and federal and state background checks

• Experience using Customer Relationship Management Software, preferably in Salesforce.
• Experience in the financial planning and/or life insurance industries
• BA/BS degree is preferred, but not required; plus, to have degree in financerelated field from an accredited institution.

• This is a fulltime position (40+ hour work week) available immediately working in the Tampa Westshore office.
• Potential for bonus/performancebased increase after 3 months.
• Health benefits (medical/dental, etc.) are available.
• Relocation assistance is not provided.
• Please submit your resume and a cover letter, to be considered for a phone screen/interview.

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

• 8 hour shift

• Customer service: 2 years (required)