Client Services Representative (CSR)
Client Services Representative (CSR)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Type: Full-time Independent Contractor
Location: Remote
Work hours: 9:00 AM 5:00 PM US time zone
Overview:
The Client Services Representative will provide direct support to insureds ensuring an exceptional client experience. This role is highly customer-facing (via phone/email) and focuses on responsiveness relationship-building and supporting account management needs.
Key Responsibilities:
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Answer client calls and emails via Zoom Phone/RingCentral.
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Assist with client questions on billing certificates and policy information.
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Provide timely service updates and escalate issues when necessary.
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Support account managers with renewal preparation and policy reviews.
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Maintain records in Momentum AMS and CRM platforms.
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Deliver an outstanding customer experience with professionalism and empathy.
Qualifications:
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1 years of client service or customer support experience (insurance preferred).
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Excellent English speaking and writing skills.
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Proficiency in Microsoft Word and phone/CRM systems.
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Strong interpersonal and relationship-building skills.
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Coachable team-oriented and reliable.
Employment Type
Full-time
