Client Services Representative
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Accentuate Staffing has an immediate direct hire, Client Services Representative opportunity with an established annuity claims company. The Client Services Representative will be responsible for the client experience and their satisfaction with the organization. Successful CSRs will handle a client’s spoken and unspoken needs in a fast-efficient manner and find satisfaction in working as a team to create the highest level of customer satisfaction in the industry. This role offers remote work Mondays and Fridays and career growth opportunities, new college grads are encouraged to apply.
Responsibilities:
- Manage all correspondence with clients pertaining to service and claims needs. Always communicate with clients respectively and professionally. Communication channels include phone, email, chat, and text.
- Respond quickly and effectively when a need is presented from a client. Handle all requests to completion only involving other departments or manager when necessary or with escalated issues. Follow up on issues until resolution.
- Process service requests for contract withdrawals, surrenders, ownership & beneficiary changes.
- Explain contract benefits and provide wide-ranging information regarding company products and contract transactions.
- Strive to improve client relationships with every contact and work to conserve contracts when client is considering other carriers.
- Maintain detailed knowledge of all products and current knowledge of all Customer Support procedures including business rules.
- Provide technical assistance to clients in accessing and maneuvering within the client portal.
- Support teammates and leadership as needed to ensure highest quality service is always provided.
- Be an agent of change promoting our digital platforms both internally and externally.
- Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
Requirements:
- Must have NC Life License – will allow 90 days to obtain.
- Must have minimum of 1-3 years applicable experience.
- Clear and concise written and verbal communication skills.
- Must pass call center simulation testing – demonstrate ability to use computer, listen, and multitask.
- Ability to thrive in a team environment and maintain positive energy in the face of adversity.
- Intermediate PC skills including all Microsoft Office Software.
- Must adhere to schedule requirements demonstrating dependability and reliability.
