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Overview
Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints.
Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information.
Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate.
Provides recruiting and marketing support by maintaining materials, compiling data, and submitting sources for candidate recruiting and lead opportunities.
Responsibilities
Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.
Reviews, researches and resolves policy data to satisfy inquiries received via inbound and outbound phone interactions, written correspondence or walk-in office visits.
Collaborates with various departments as needed and escalates to management when necessary.
Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches.
Maintains updated and compliant marketing materials and supplies to support Financial Reps’ and Agency business needs.
Champions proactive client retention processes by identifying client’s suggestions for improvement and making recommendations to management.
Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
Qualifications
Able to effectively articulate information to clients in an empathetic and understanding manner to resolve customer concerns / inquiry.
Work Setting
Educational Requirements
Some college or commensurate experience preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing, spreadsheet and database applications.
Certifications & Licenses (., Series 6 & 63, CPA,
None
Position Demands
Last updated : 2024-05-03
Full Time
Insurance
$63k-81k (estimate)
05/06/2024
06/21/2024
The job skills required for Client support specialist include Customer Service, Written Communication, Flexibility, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Client support specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client support specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client support specialist positions, which can be used as a reference in future career path planning. As a Client support specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client support specialist. You can explore the career advancement for a Client support specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Support Specialist, 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 Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Support Specialist job description and responsibilities
Ensure positive client experience through high quality service and communication thereby attaining client retention.
01/29/2022: Spokane, WA
Handle client engagement document control and execute filing system policies.
03/29/2022: Temple, TX
They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.
02/09/2022: Rock Hill, SC
Support requests pertain to usage questions or clarification of documentation.
02/22/2022: Pascagoula, MS
Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.
03/10/2022: Reno, NV
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 Support Specialist jobs
Client support specialists must be able to handle a variety of situations with professionalism and tact.
03/02/2022: Cedar Rapids, IA
Communicate clearly with customers.
04/03/2022: Yakima, WA
Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.
02/21/2022: Wichita Falls, TX
Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.
04/07/2022: Detroit, MI
Dealing with customers and clients requires a lot of patience, kindness, and understanding.
03/15/2022: Spartanburg, SC
Step 3: View the best colleges and universities for Client Support Specialist.