Client Care Specialist delivering professional customer service for North America's leading pet aftercare provider. Interacting with clients and ensuring their service requests are met.
About the role
- Senior Client Service Representative focused on processing client documents and maintaining data integrity. Assisting clients with consultation and accounting issues in insurance services.
Responsibilities
- Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness
- Enter premium related information into the system to create records and invoices
- Prepare client documents for delivery via email, US Mail or hand delivery
- Maintain an outstanding level of data integrity in the agency management system
- Provide routine consultation to clients and act as back up to Account Managers
- Assist with accounting issues relative to premium and commission discrepancies
- Help direct clients with payment instructions
Requirements
- Required Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Must be proficient in Excel and Word
- Must be organized, detail oriented, timely and efficient
- Strong work ethic, responsible, reliable, service oriented
- Possession of or ability to obtain state P&C insurance license
- Strong math skills with an understanding of basic accounting principles
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
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Degree requirement
Location requirements
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