Job Description

Customer Intake Specialist

About the Job

Company Description

Compass Insurance Group is a rapidly growing property and casualty independent insurance agency looking to add a key team member to support front-desk operations and client interactions.

Role Description

This full-time, on-site role for a Customer Intake Specialist at Compass Insurance Group, LLC in Murfreesboro, TN, is ideal for a candidate who is detail-oriented and excels in a fast-paced environment. The Marketing Assistant will be the first point of contact for clients and will manage incoming phone calls, voicemails, and walk-ins. Responsibilities include data entry into our Applied Epic Agency Management system, scanning mail, preparing communications, and assisting with administrative support.

Key Responsibilities

• Answer phones and intake client information into the Epic system with accuracy
• Greet and assist clients and visitors, ensuring a positive experience
• Handle scanning and management of incoming mail
• Reply to voicemails and prepare email communication for agency follow-up
• Maintain a courteous and professional demeanor at all times

Must-Haves

Candidates should align with our core values:

• Integrity: We do the right thing, even when it’s hard
• Ownership: We acknowledge our mistakes and learn from them
• Teamwork: We accomplish more together
• Attitude: We bring a positive and supportive outlook

Qualifications

• Strong organization and time-management skills
• Friendly and polite conversational skills, particularly over the phone
• Moderate proficiency with computers and internet navigation, including Microsoft Office and Applied Epic
• Ability to handle sensitive information with confidentiality
• Previous experience in customer service, administration, or as a receptionist
• High school diploma; additional certifications are a plus
• Ability to thrive in a fast-paced environment

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