Job Description
Client Service Associate
Job Summary
Seeking a proactive and detail-orientedClient Service Associateto join the team. This role acts as a primary point of contact for clients providing exceptional service while assisting with various account-related activities. Responsible for building strong client relationships by ensuring needs are met with professionalism and efficiency. Ideal candidates excel in multi-tasking problem-solving and delivering high-quality service.
Responsibilities
- Provide high-quality support to clients via phone email and in-person interactions.
- Assist in managing client accounts ensuring accurate entry and updates of client details in the system.
- Deliver timely resolutions to client inquiries and concerns ensuring client satisfaction.
- Collaborate with the internal team to streamline workflows related to account management and service delivery.
- Prepare and review client reports ensuring accuracy and timeliness.
- Identify opportunities to improve client services and propose innovative solutions.
- Support the onboarding process for new clients ensuring a smooth and welcoming experience.
- Maintain a thorough understanding of products services and policies to better serve clients.
- Build and foster strong relationships with clients through effective communication and follow-ups.
Qualifications/Requirements
- Previous experience in client services account management or a similar role is preferred.
- Strong organizational and multitasking skills with high attention to detail.
- Excellent verbal and written communication skills with the ability to communicate effectively across various audiences.
- Proficiency in using CRM software Microsoft Office Suite (Word Excel PowerPoint) and other account management tools.
- Analytical and problem-solving skills with a client-first mindset.
- Ability to handle sensitive client information with confidentiality.
- A collaborative and positive attitude with a willingness to work in a team environment.
- Flexibility and adaptability in a fast-paced work environment.
- Holds an active P&C (Property and Casualty) insurance license or willingness to obtain.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-RM10
Required Experience:
IC
Job DescriptionClient Service AssociateJob SummarySeeking a proactive and detail-orientedClient Service Associateto join the team. This role acts as a primary point of contact for clients providing exceptional service while assisting with various account-related activities. Responsible for building ...
Job Description
Client Service Associate
Job Summary
Seeking a proactive and detail-orientedClient Service Associateto join the team. This role acts as a primary point of contact for clients providing exceptional service while assisting with various account-related activities. Responsible for building strong client relationships by ensuring needs are met with professionalism and efficiency. Ideal candidates excel in multi-tasking problem-solving and delivering high-quality service.
Responsibilities
- Provide high-quality support to clients via phone email and in-person interactions.
- Assist in managing client accounts ensuring accurate entry and updates of client details in the system.
- Deliver timely resolutions to client inquiries and concerns ensuring client satisfaction.
- Collaborate with the internal team to streamline workflows related to account management and service delivery.
- Prepare and review client reports ensuring accuracy and timeliness.
- Identify opportunities to improve client services and propose innovative solutions.
- Support the onboarding process for new clients ensuring a smooth and welcoming experience.
- Maintain a thorough understanding of products services and policies to better serve clients.
- Build and foster strong relationships with clients through effective communication and follow-ups.
Qualifications/Requirements
- Previous experience in client services account management or a similar role is preferred.
- Strong organizational and multitasking skills with high attention to detail.
- Excellent verbal and written communication skills with the ability to communicate effectively across various audiences.
- Proficiency in using CRM software Microsoft Office Suite (Word Excel PowerPoint) and other account management tools.
- Analytical and problem-solving skills with a client-first mindset.
- Ability to handle sensitive client information with confidentiality.
- A collaborative and positive attitude with a willingness to work in a team environment.
- Flexibility and adaptability in a fast-paced work environment.
- Holds an active P&C (Property and Casualty) insurance license or willingness to obtain.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-RM10
Required Experience:
IC
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