Customer Service Representative
About The Position
Work with assigned Premier Underwriter(s) to acquire and retain High Net worth Client's policies and Family Office clients. Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations. Coordinate total service for assigned accounts, working with designated key contacts in all departments in Operations. Provide quote options for new and renewal business via excel spreadsheets. Prepare quote proposals. Manage and prioritize all account requests in order to meet demanding deadlines. Create spreadsheets for agents to organize client information. Identify additional service options for Premier clients. Act as a resource to internal and external clients. Understand business and marketing concepts as they relate to the Premier strategy. Demonstrate flexibility with work hours based on business needs. Assist with special training requests as needed.
Requirements
- Superior client service
- Organized desk management skills
- Professional written and verbal communication skills
- Time management skills
- Strong analytical and problem-solving skills
- Ability to maintain an exceptional phone presence even in difficult or complex situations
- Ability to manage multiple priorities in a fast-paced environment with a focus on quality results
- Ability to work independently while supporting the department’s goals
- Bring initiative, creativity and negotiation skills that positively impact business results through strategic thinking and innovative solutions
- Accepts accountability
- College degree preferred or relevant client service experience
Responsibilities
- Acquire and retain High Net worth Client's policies and Family Office clients
- Provide a total service for assigned clients
- Coordinate total service for assigned accounts
- Provide quote options for new and renewal business via excel spreadsheets
- Prepare quote proposals
- Manage and prioritize all account requests in order to meet demanding deadlines
- Create spreadsheets for agents to organize client information
- Identify additional service options for Premier clients
- Act as a resource to internal and external clients
- Understand business and marketing concepts as they relate to the Premier strategy
- Demonstrate flexibility with work hours based on business needs
- Assist with special training requests as needed
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
