Client Service & Operations Associate

The Client Service and Operations Associate supports the firm with daily responsibilities to ensure efficient operations. Handles policy holder inquiries via telephone and/or email and resolves problems. Uses computerized systems for tracking, information gathering, and/or troubleshooting. Maintains quality service by following policies and procedures and reporting needed changes. Contributes to team effort by accomplishing related results as needed. This position also supports on site facilities requests including but not limited to handling mail, overnight deliveries, packages, and other logistics.

Summary of Responsibilities:

Provide information and superior service to clients regarding their policies or accounts via phone and email

• Obtain and evaluate all relevant data to handle each inquiry in a timely manner
• Maintain an accurate log of activity and report as required
• Handle checks and other physical financial instruments within required timelines
• Problem solve and establish key contacts with vendor partners, like USPS and UPS.
• Work with other departments within Barnum for project completion.
• Communicate issues with manager for quality resolution.
• Meet individual and team activity goals and metrics.
• Adhere to company Compliance guidelines.

Competencies

Client Service, Adaptability, Communication, Time Management, Quality

Job Requirements

• Minimum 3 to 5 years work experience and/or college degree preferred.
• Capacity to handle a fast-paced environment and maintain attention to detail.
• Ability to navigate computerized data entry system and other relevant applications.
• Ability to adapt to change and work efficiently within a variety of situations.
• Call Center or logistics experience preferred.
• Salesforce experience preferred
• Strong organizational skills.
• Ability to build relationships
• Effective verbal and written communication skills.
• Proficient in Microsoft Word, Excel, Outlook.
• Ability to coordinate, prioritize, and meet multiple deadlines of projects simultaneously.

CRN202802-8180308