• Provides cross-functional administrative and operational support across multiple departments • Ensures daily operations run efficiently and accurately • Conducts DTiQ spot checks and follows up on audit findings as needed • Tracks audits and violations, maintaining accurate documentation within Monday.com • Manages business licenses, including renewals and new license setup for all restaurant locations • Coordinates ordering and management of First Aid Kits across restaurant locations • Maintains organized records for audits, compliance tracking, and reporting • Supports quarterly initiatives and special projects as assigned

• Develop and maintain working knowledge of current products and services offered • Answer all calls and emails in a timely manner • Educate Patients of their financial responsibility when applicable • Complete insurance verification to determine patient’s eligibility

Benefits: - Bonus based on performance - Competitive salary - Opportunity for advancement - Paid time off - Signing bonus - Training & development The Customer Service Representative at Steve Pore Insurance Agency Inc is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Benefits/Perks - Competitive Pay - Professional Development - Job Stability in a growing industry Responsibilities - Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. - Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. - Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.] - Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. - Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. - Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. - Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. - Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. - Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications - Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. - Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations. - Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision. - Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Flexible work from home options available.

• Oversee daily operations of the Customer Support team. • Ensure high service standards and strong customer retention. • Provide support and guidance to team members. • Monitor and track team attendance for adequate coverage. • Conduct one-on-one coaching sessions. • Assess and track agent efficiency. • Analyze customer feedback for improvement. • Review and approve leave requests.