AD
AND DigitalHead of Client Services
Head of Client Services managing client relationships and account growth at AND Digital. Responsible for strategic direction and innovative solutions in a digital environment.
About the role
- Supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions
- Assists with communications, follow-up and distribution of applications to carriers
- Collects missing information from groups and sends approval letters to clients
- Completes and/or coordinates quotes and proposals for all new and renewal business
- Updates census, policy information and commissions for all accounts and policies
- Assists with renewals and new business applications
- Attaches applications to appropriate client file in Microsoft CRM
- Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials
- Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow
Requirements
- Strong attention to detail
- Positive, can-do attitude
- Self-motivated, flexible and disciplined
- Ability to work independently as well as in team environment
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to thrive in fast-paced production environment
- 2+ years’ applicable job experience, preferred
- Proficient with Microsoft Office products, required
- Prior experience in broker agency or benefit administration firm, preferred
- Familiarity with insurance carrier websites, preferred
- Proven track record in customer service; preferred
- Bachelor’s Degree, preferred
- Familiarity with database applications, a plus
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
HH
Hilltop HoldingsClient Service Associate, Registered
Client Service Associate provides administrative support and client interaction for Financial Advisors. Role involves client inquiries, onboarding, and supporting marketing strategies in a hybrid environment.
MS
Moore Kingston SmithClient Services Executive – Financial Planning
Client Services Executive responsible for delivering exceptional client experience in financial planning. Collaborating with advisers and administrators to ensure compliance and timely implementations.
Client Success Manager at BetaNXT maintaining relationships with key clients and ensuring satisfaction. Handling proxy events and collaborating with sales for client success in a hybrid role.
LO
Law Society of OntarioAdministrator, Contact Centre, Client Service Centre
Administrator managing client correspondence and inquiries for the Law Society of Ontario. Requires hybrid working arrangement and qualifications in administration with customer service experience.
Supervisor of Customer Service at SONDA managing client contracts and team performance. Ensuring service quality and identifying improvement opportunities in financial processes.
HE
HeimatTBWA\Client Service Media Planner – Digital Focus
Client Service Media Planner shaping integrated marketing strategies for NISSAN as part of HeimatTBWA. Collaborating with a cross - functional team focused on achieving innovative marketing solutions.
HE
HeimatTBWA\Group Manager Client Service – Digital Focus
Group Manager Client Service managing an interdisciplinary team for Nissan. Leading marketing strategies and enhancing customer communication through data analysis and teamwork.
AC
Alberta Blue CrossClient Care Specialist I – Group Sales
Client Care Specialist I supporting group sales at Alberta Blue Cross. This role involves relationship management and providing exceptional customer service in a hybrid work environment.
AC
Alberta Blue CrossClient Care Specialist III – Group Sales
Client Care Specialist III driving group sales goals for Alberta Blue Cross, delivering exceptional customer experience along with supporting internal teams and collaboration.