What are the responsibilities and job description for the Client Services Representative position at Planet Professional?
Client Services Representative
Contract 6 months
Onsite, 5 days a week
Must have:
2 years experience in a client service focused role (ideally banking, financial services or insurance)
Excel
Word
Friendly, approachable and outgoing personality
As a Client Services Representative, you'll be the primary point of contact for our clients, playing a key role in delivering an outstanding customer experience. Your focus will be on building strong, lasting relationships by providing knowledgeable, responsive, and solutions-oriented support. If you're passionate about helping others and committed to excellence, we’d love to have you as part of our team.
Key Responsibilities:
-Respond promptly and professionally to client inquiries, concerns, and complaints via phone and email.
-Guide clients through policy-related questions, coverage details, and updates with accuracy and clarity.
-Process client requests efficiently, ensuring a smooth and positive experience from start to finish.
-Manage approximately a small volume of inbound and outbound calls per day, consistently delivering high-quality service.
-Collaborate with internal teams to eliminate obstacles and enhance the client journey.
-Maintain accurate and detailed client records and documentation.
-Proactively identify areas for improvement in processes and client experience initiatives.
-Resolve client issues with professionalism, empathy, and a focus on long-term satisfaction.
Salary : $23 - $24
