Client Administrator

Are you someone who thrives on making connections and ensuring everything runs smoothly? Highstreet Insurance is looking for a dedicated Client Administrator to join our close-knit team in Hatfield, Pennsylvania. We're a company that believes in building lasting relationships, not just with our clients, but within our team too. We pride ourselves on creating a supportive and positive work environment where every contribution is valued. As our Client Administrator, you'll be the welcoming face and efficient organizer for our clients and our office. You’ll play a crucial role in ensuring our clients feel heard, supported, and well-cared for from their very first interaction. This isn't just about processing paperwork; it's about being a key player in helping people secure their financial futures. If you have a knack for organization, a warm personality, and a passion for providing outstanding service, we’d be thrilled to have you become a vital part of our family.

Serve as the first point of contact for clients, providing a warm and professional welcome.

Manage incoming calls, emails, and correspondence, directing them to the appropriate team members.

Assist with scheduling client appointments and managing calendars.

Maintain accurate client records and update information in our systems.

Prepare and process various documents and forms related to client accounts.

Support the sales and financial advisory teams with administrative tasks.

Address client inquiries and resolve issues promptly and courteously.

Proven experience in administrative or customer service roles.

Exceptional communication and interpersonal skills.

Strong organizational abilities and attention to detail.

Proficiency with standard office software (e.g., Microsoft Office Suite).

Ability to manage multiple tasks and prioritize effectively.

A positive attitude and a genuine desire to help others.