What are the responsibilities and job description for the Customer Service Rep position at Rose International?
The dedicated customer service professional is responsible for providing outstanding service to most high-profile agents. The Client Service Assistant will be responsible for managing client service requests, helping to prepare for client meetings, handling new business processing, and other general administrative duties as assigned. The candidate should demonstrate a high level of organisation and attention to detail and must possess strong computer skills. The customer service professional will respond to a variety of needs to support the agent. Communication to internal New York Life departments, vendors and customers / clients will be required.
Key Responsibilities :
- Meet client service needs in the role of support staff to the financial professional
- Assist with preparing for client appointments, including putting together client paperwork, applications, and marketing materials
- Within regulatory guidelines process applications for life insurance, long-term care insurance, individual disability insurance, etc.
- Track open cases to completion and follow up as needed with the underwriting department and / or clients
- Liaison with the service centre on all service / account issues and follow up on a timely basis to resolve
- Maintain CRM software / database, keeping it current for sorting, searching, reporting, fee tracking, updating client records, new business opportunities
- Electronic client correspondence (i.e., birthday notifications, holiday notifications, client mass e-mails)
- Manage agent(s) calendar to include updating, maintaining, and scheduling client appointments and other office meetings
- Client event planning, coordination, and follow-up
Skills :
