Assistant Client Services Specialist

Description

Provide superior service and administrative support for department.

• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on of administrative functions, mail, phone, receptionist, backup etc.
• Work in conjunction with Customer Service Specialist or Sr. Customer Service Specialist and provide service to customers; invoicing, payment reminders, processing endorsements, checking in policies, copying, scanning, etc.
• Request loss runs, identification cards, certificates of insurance and requests for proof of insurance.
• Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
• Assist in entering claims and follow up of outstanding claims in accordance with agency guidelines.
• Assist in the completion of monthly reports.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Adhere to established employee manual policies and guidelines.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff and agency information.
• Perform other duties and projects as assigned.
  
  

Requirements

• College degree preferred, high school diploma or equivalent required.
• Experience and knowledge of Microsoft Office programs.
• Experience with Vertafore a plus.
• High level of organizational ability with attention to detail.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
• Demonstrated ability to communicate effectively.
  
  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Salary Range is $37,500 - $42,500.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details: 37500-42500 Yearly Salary

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