Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
PL
Hybrid Client Service Manager
Posted 2 months ago
About the role
- Client Service Manager role focusing on delivering excellent service to personal lines clients. Involves using in-depth knowledge to provide recommendations and problem-solving access.
Responsibilities
- Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.
- Maintain appropriate documentation in accordance with guidelines.
- Navigate agency management system and rating software with ease and efficiency.
- Provide timely and accurate resolution to all billing related questions.
- Take first reports of claims, when the claims team is unavailable.
- Answer all policy and insurance specific questions in a positive and professional manner.
- Achieve estimated client monthly call goals.
- Actively attempt to upsell/round accounts to meet team goals.
- Answer specific coverage questions that require rating.
Requirements
- 3 years experience preferred
- At Least 1 year of experience in the P&C insurance industry
- High School Diploma/ GED
- Active Massachusetts Property & Casualty Insurance license (must obtain within 2 years of hire)
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Associate in Client Service Management at BNY resolving complex client issues and ensuring service execution by collaborating with clients and internal teams.
Client Service Manager overseeing negotiations and implementation of national projects for retail clients. Ensuring high service levels and managing financial activities within organizational processes.
Tax Senior Manager within EisnerAmper overseeing client engagements in Private Client Services. Leading a high - performing team while engaging closely held businesses and individuals.
Tax Manager overseeing client engagements, reviewing complex returns, and mentoring staff at EisnerAmper in Private Client Services.
Tax Senior Manager for EisnerAmper overseeing tax planning and compliance for high net worth individuals. Supervising teams and engaging with clients for innovative tax solutions while fostering professional growth.
Junior Client Service Associate providing transition support in insurance brokerage. Assisting clients with account setup and paperwork during firm transition.
Client Service Manager responsible for service request management and advisor support in a growing financial platform. Leading a team to enhance service quality and operational efficiency.
Client Service Executive at Clearstream managing relationships with key global clients and onboarding new businesses. Responsibilities include enhancing processes and supporting client service targets.
Manager leading healthcare consulting projects across Southeast Asia for Deloitte. Focused on developing business models and digital solutions for clients in the life sciences sector.