22 Client Service Representative Jobs in Jacksonville, NC
SIA Group, Inc. is Hiring a Client Service Representative Near Jacksonville, NC
Job Description: The Client Service Representative will provide support for the Account Manager on different aspects of the insurance lifecycle. Must be able to efficiently move between tasks and maintain a high level of accuracy within the data entry and other duties as assigned by senior staff.
Responsibilities:
- Process Support/Renewals on the same day received and follow workflow procedure for client experience.
- Setup accounts in Applied Epic.
- Contact clients for updates including certificate holder, driver list and vehicle list.
- Responsible for accuracy of policy data in Applied Epic and updating information as needed.
- Back up Account Manager and Account Executive for customer service in handling mail, certificates, and incoming calls.
- Assist team in pulling data from carrier websites and processing.
- Responsible for pulling and reviewing reports (list specific reports).
- Process cancellations lost policy releases and reinstatements per workflow procedure.
- Assist the team in entering schedules of Auto, Equipment, Property, and Driver listing for new business in Applied Epic to include pulling together policies from websites and attaching in Applied Epic and pulling MVR if needed on new drivers’ listings.
- Prepare and distribute policies to clients.
- Prepare the initial policy checklist for new business policies as it pertains to auto schedules, equipment, and property schedules.
- Ensure that all renewal certificates, EOP’s, and Auto ID cards are issued as a back up to Certificate Administrator.
- Collaborate with Account Manager on identifying updated exposures for renewals applicable to the application and update in system.
- Assist with claims reporting.
- Monitor claims progress and communicate progress to Account Manager.
- Assist client when needed to report claims to carriers and follow up as directed.
- Current NC Property & Casualty license or must obtain within 90 days of hire.
- High School Diploma.
- One year Insurance agency experience, preferred.
- Work/Life Balance
- Remote Flexibility
- 401k
- Health/Dental/Vision Insurance
- PTO
- Parental Leave
- Flexible Schedule
- Wellness Resources
- Competitive base salary plus commission and bonus opportunities.
- Comprehensive benefits package including health insurance, retirement plans, and more.
- Ongoing training and professional development opportunities.
- Supportive work culture with opportunities for career advancement.
Job Summary
Full Time
Insurance
$48k-62k (estimate)
06/01/2024
07/25/2024
The job skills required for Client Service Representative include Customer Service, Flexibility, Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
Similar Jobs
Popular Articles
