What are the responsibilities and job description for the Client Service Representative position at YeeCorp Financial?
Overview
We are seeking a dedicated and enthusiastic Client Service Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support. You will play a crucial role in enhancing client satisfaction and building lasting relationships. The ideal candidate will possess strong communication skills and have a passion for helping others.
Duties
- Respond promptly to client inquiries via phone, email, or in person, ensuring a positive experience.
- Analyze client needs and provide appropriate solutions using our Broker/Dealer or Carrier platform.
- Assist clients with product-related questions and issues, guiding them through troubleshooting processes.
- Manage client accounts effectively, ensuring accurate information is maintained in our Client Relationship Management (CRM) system.
- Collaborate with producers to address client concerns and improve service delivery.
- Conduct follow-ups with clients to ensure their issues are resolved satisfactorily.
- Identify production opportunities based on client interactions.
Qualifications
- Proven experience in client service or account management, preferably within the financial services industry.
- Strong communication skills, both verbal and written, with the ability to convey information clearly and effectively.
- Excellent analytical skills to assess customer needs and provide tailored solutions.
- Familiarity with project/time management principles is a plus.
- Ability to work collaboratively in a team environment while also being self-motivated.
- Proficient in using CRM software and other relevant technology tools.
- A positive attitude with a commitment to delivering outstanding customer experiences.
Join us in making a difference by providing top-notch service that keeps our customers coming back!
Job Type: Full-time
Pay: $20.66 - $28.00 per hour
Expected hours: 36 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
- Yearly bonus
Schedule:
- Monday to Friday
Education:
- Associate (Required)
Experience:
- financial services: 1 year (Required)
Ability to Commute:
- Lihue, HI 96766 (Required)
Ability to Relocate:
- Lihue, HI 96766: Relocate before starting work (Preferred)
Work Location: In person
Salary : $21 - $28