What are the responsibilities and job description for the Client Services Representative position at Summit Financial Group, Inc.?
NOTE :
This position, located in Bartlesville OK, is for a Summit Financial Group affiliated business.
JOB SUMMARY / ORGANIZATIONAL IMPACT : The Client Service Representative (“CSR”) specializes in providing exceptional support to Account Managers. They must also effectively and professionally interact with agents and clients to provide information in response to inquiries about products and services and to handle and resolve complaints. The CSR must be proficient in the areas of service, ratings, claims, and billings.
RESPONSIBILITIES / ESSENTIAL FUNCTIONS :
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Keep records of customer and agent interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Assist with investigation regarding unresolved customer grievances.
- Review insurance policy terms to resolve employer / employee issues and needs.
- Assist in the renewal process under the guidance of the Account Manager.
- Learn and know all carrier portals
- Learn and become proficient in processing employee eligibility changes, managing workload, and following up with clients regarding various needs.
- Work with agents and clients to respond to their inquiries.
- Identify process improvement opportunities to ensure service standards are exceeded.
- Perform related responsibilities and general administrative duties as required or assigned.
EXPERIENCE :
EDUCATION REQUIREMENT :
CERTIFICATIONS / LICENSES :
