Job Title:
Client Services Representative (CSR)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:
Answer client calls and emails via Zoom Phone/RingCentral.
Assist with client questions on billing certificates and policy information.
Provide timely service updates and escalate issues when necessary.
Support account managers with renewal preparation and policy reviews.
Maintain records in Momentum AMS and CRM platforms.
Deliver an outstanding customer experience with professionalism and empathy.
Qualifications:
1 years of client service or customer support experience (insurance preferred).
Excellent English speaking and writing skills.
Proficiency in Microsoft Word and phone/CRM systems.
Strong interpersonal and relationship-building skills.
Coachable team-oriented and reliable.
Required Experience:
Unclear Seniority
Job Title: Client Services Representative (CSR)Type: Full-time Independent ContractorLocation: RemoteWork hours: 9:00 AM 5:00 PM US time zoneOverview:The Client Services Representative will provide direct support to insureds ensuring an exceptional client experience. This role is highly customer-fa...
Job Title:
Client Services Representative (CSR)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:
Answer client calls and emails via Zoom Phone/RingCentral.
Assist with client questions on billing certificates and policy information.
Provide timely service updates and escalate issues when necessary.
Support account managers with renewal preparation and policy reviews.
Maintain records in Momentum AMS and CRM platforms.
Deliver an outstanding customer experience with professionalism and empathy.
Qualifications:
1 years of client service or customer support experience (insurance preferred).
Excellent English speaking and writing skills.
Proficiency in Microsoft Word and phone/CRM systems.
Strong interpersonal and relationship-building skills.
Coachable team-oriented and reliable.
Required Experience:
Unclear Seniority
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