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IS Client Services Analyst

Tucson, AZ · On-site

$1 - $2/hr

... laptops, virtual desktops, mobile devices, printers, scanners, peripherals, and common business ... s and may assist with small-scale technology initiatives. · Identifies recurring issues and ...

Fleming's

Host

Tucson, AZ · On-site

... and direct the calls in a prompt and professional manner. Experience: * Minimum one year of ... virtual assistant Callie. We look forward to hearing from you!

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Direct Client Virtual Assistant information

How does a Direct Client Virtual Assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are Direct Client Virtual Assistants?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a Direct Client Virtual Assistant, and why are they important?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.
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Client Administrators (Future Opportunities)

Client Administrators (Future Opportunities)

The Mahoney Group

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Hybrid - Phoenix, Chandler, or Tucson, Arizona
Virtual
We're always looking for top talent. This evergreen job posting allows us to connect with you as opportunities arise.
Be the trusted connection behind client relationships at a growing insurance agency! The Mahoney Group, founded in 1915, is a premier insurance agency of approximately 250 employees headquartered in Chandler, Arizona. We're searching for detailed-oriented and service-driven Client Administrators. In this role, you'll provide essential day-to-day support for commercial lines accounts by assisting Client Managers and Insurance Advisors with policy administration, renewals, and client service.
What You'll Do
  • Provides administrative support to Client Managers and/or Insurance Advisors.
  • Responds to customer inquiries promptly and provides assistance with coverage questions.
  • Assists Client Managers in gathering information on exposures and operations to support marketing and the quotation process.
  • Assists Client Managers with proposal preparations.
  • Processes and prepares customer correspondence, certificates of insurance, binders, cancellations, ID cards, and others as requested.
  • Reviews and/or processes new and renewal policies, endorsements, audits, cancellations, etc. for accuracy and prepares correspondence to insured and/or insurance carrier.
  • Prepares invoices and post payments.
  • Assists Client Managers in filing insurance claims on behalf of the insured, follows up for claim updates as necessary, and helps resolve any claims issues.
  • Ensures that activities and follow-ups are set and maintained within the agency management system.
  • Attends and participates in internal meetings and completes required training.
  • Performs additional duties as assigned or required.
  • The above statements cover what are generally believed to be the essential functions of the job in accordance with the Americans with Disabilities Act (ADA). Specific circumstances may allow or require some people assigned to the job to perform a different combination of duties.

What We're Looking For
  • High School Diploma or equivalent, required.
  • 2 years of insurance product servicing experience strongly preferred.
  • State-specific Property & Casualty or Life & Health Insurance License required.
  • CISR, CIC, or other insurance professional designations preferred.
  • Maintains current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures.
  • Solid verbal and written communication skills.
  • Ability to work, collaborate, and communicate with individuals at varying levels across the organization.
  • Strong customer service skills.
  • Effective time management skills.
  • Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Applied (EPIC) CMS.
  • Responsive and self-motivated team player.
  • Ability to work independently and in a fast-paced environment.
  • Excellent organizational skills with high attention to detail.

Why You'll Love It
  • Collaborative, P.E.O.P.L.E. First, values-based culture.
  • Market-competitive compensation with a pathway for advancement.
  • Opportunity to continuously learn and significantly advance your professional knowledge.
  • Comprehensive total rewards package, including medical, dental, vision, health/flexible spending accounts, wellness, life, disability, paid holidays, Paid Time Off (PTO), Employee Stock Ownership Plan (ESOP), 401(k) Plan with company match, and a wide variety of voluntary benefits.
  • The chance to directly impact people's lives, our culture, and the continued success of the agency.

The Fine Print
  • This job reports to the Director, Commercial Lines Service.
  • In accordance with the Fair Labor Standards Act (FLSA), this job is Non-Exempt and eligible for overtime compensation.
  • The Mahoney Group is an Equal Opportunity Employer. We are committed to creating an inclusive, P.E.O.P.L.E. First culture where everyone feels challenged, appreciated, respected, and engaged. The Mahoney Group prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
  • We value the strong relationships we have with our preferred, third-party recruiting agencies. Therefore, we do not accept unsolicited resumes from agencies without a signed agreement on file.
  • The hiring rate range for this job will be determined by numerous factors including the skills, education, training, credentials, and experience of the candidate; the scope, complexity, and location of the role as well as the cost of labor in the applicable market; and other conditions of employment. If a sales job, sales incentives, based on performance goals are possible in addition to the hiring rate range.

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