What are the responsibilities and job description for the Client Services Representative position at Xyon Global?

CLIENT SERVICE REPRESENTATIVE

Job Summary

Act as a liaison between contractor clients and surety companies. Provide support to producers. Build and maintain strong relationships with clients and surety companies. Collaborate with the sales team to achieve goals. This is NOT a sales role! The benefits are insane!

AMAZING BENEFITS - SEE BELOW!

Please note - this is an onsite role in Natick

Responsibilities

Act as point person for bond requests and related matters
Review bond requests for completeness and accuracy. Contact the client for questions or missing information.
Address clients' needs and concerns as quickly and effectively as possible.
Work closely with producers for any unresolved matters or questions.
Maintain accurate client records, keeping track of updates and other information related to bid, final and miscellaneous bonds.
Ensure surety is updated regularly.
Have a thorough understanding of products including bond forms and onerous contract language.
Initiate initial billings in Bond Pro, including AP / RP.
Responsible for bond renewals. Once a renewal list is provided to you, reach out to the client 90 days in advance of renewal. You should review each bond and have a thorough understanding of any cancellation clauses, definite expiration periods, or if the bond is continuous prior to reaching out to the client. Such information should be noted on the file for easy access. Obtain any required releases as soon as possible. Note the file and advise the surety company.
Work with producers to maintain an understanding of current backlogs, financial status, and potential issues with outdated financial information, etc.
Phone Block

Qualifications

Customer service : 2 years (Required)

Education : High school diploma or equivalent. College preferred.

Experience : Proficiency with customer relationship management, 5 years of related experience.

You are heavily process-focused - nothing slips by you!

Skills

While mistakes can happen - you take pride in getting it right the first time.

Learner - you LOVE to consume information and learn!

Excellent communication skills both written and verbal.

Be able to work well under pressure.

Strong proofreading skills and attention to detail Strong math skills.

Service-oriented.

Strong organizational skills.

Pay :

60,000.00 - $80,000.00 per year (includes bonus)

Vacation Pay (paid June 30th - this year it was $3k)

Bonus (Profit Share and Performance - 10-15%)

Benefits (are insane!) :

401(k) - 13% Matching (3% immediately and 10% over 5 years - 20% per year). They believe in building their employees' retirement investments.

Disability insurance - fully paid

Health insurance - fully paid (employee)

Paid time off - 3 weeks!

17 holidays!!!! They work 1 / 2 day before each holiday!

Paid training

Parental leave

The average work week is 37 hours - they don't want their employees over-stressed!

Salary : $60,000 - $80,000

Apply for this job

Receive alerts for other Client Services Representative job openings

Client Services Representative

What are the responsibilities and job description for the Client Services Representative position at Xyon Global?

What is the career path for a Client Services Representative?

Job openings at Xyon Global

Not the job you're looking for? Here are some other Client Services Representative jobs in the Natick, MA area that may be a better fit.

We don't have any other Client Services Representative jobs in the Natick, MA area right now.

AI Assistant is available now!