Client Service Manager at Grimes & Company supporting client onboarding and servicing in a thriving wealth management firm. Focused on delivering excellent client experiences and operational excellence.
About the role
- Client Service member assisting customers with inquiries at Hellas Direct, an insurtech company. Responsible for answering calls, managing complaints, and providing accurate information.
Responsibilities
- You will be part of the Client Service team and communicate with customers via phone calls or email.
- Answer all basic inbound calls: policy questions, payment clarifications, claim guidance and complaints.
- Log and triage requests: pass them to the correct MGA/agent.
- Track complaints and create reports for management.
- First-line support for MGAs: they can redirect smaller queries to our call center.
- Provide accurate, valid and complete information by using the right methods / tools.
- Liaise with Product and Business Development teams to enhance our features.
Requirements
- Experienced as an RCA & CASCO insurance agent, also being experienced in property insurance it will be considered a plus.
- Certificate of Completion of Initial Professional Training for Insurance and/or Reinsurance Distributors, Executive Manager Professional Category.
- Strong communication and interpersonal skills.
- Bachelor’s degree.
- Fluent in English.
- Team player and creative thinker.
- Great attention to detail.
- Ability to work under pressure.
- Tech-savvy.
- Business-oriented.
Benefits
- Medical Subscription
- Employee’s discount for car insurance
- 25 days of annual leave
- Meal voucher for each working day per month
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