Customer Service Representative
15 hours ago
The Client Relations Analyst works with advisors and line-of-business specialists to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients' financial goals. In addition, this individual assists advisors with service needs and makes modifications to accounts as necessary.
PRIMARY RESPONSIBILITIES:
Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
Assists client service teams in the preparation of presentation materials.
Analyzes and summarizes complex data and compiles reports under supervision.
Records data into the appropriate insurance company and firm software programs.
Runs monthly cancellation and expiration reports.
Processes and completes endorsements and audits.
Completes special projects as assigned.
Looks for opportunities to improve the firm, business segment and processes.
KNOWLEDGE, SKILLS & ABILITIES:
Strong analytical, research and problem-solving skills
High attention to detail.
Strong verbal and written communications skills.
EDUCATION & EXPERIENCE:
One to two years' experience in the insurance industry.
Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment.
Basic understanding of insurance coverages, preferred.
Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Special Working Conditions:
- Fast paced, multi-tasking environment.
Important Notice:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
#LI-KC1
IND1
Click here for some insight into our cultureLearn More
-
Customer Service Representative
1 month ago
Charlotte, North Carolina, United States SpeeDee Oil Change and Auto Service Full timeCustomer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring a positive experience for our customers, and maintaining a clean and organized store...
-
Customer Service Representative
5 months ago
Charlotte, United States Tarheel Linen Service , Inc. Full timeLooking for a stable company where you can make a difference? Career opportunity with growing, successful regional family owned and professionally managed company, servicing customers since 1934. Local business is looking for an inside Customer Service Representative. Candidate must be outgoing, dependable and highly motivated individual who is career...
-
Customer Service Delivery Representative
1 week ago
Charlotte, North Carolina, United States Automatic Leasing Service Full timeJob OverviewWe are seeking dependable delivery drivers to join our team at Automatic Leasing Service.CompensationThe successful candidate will be paid a competitive hourly rate of $20.00, with opportunities for quarterly bonuses and retention bonuses up to $1,000.Job ResponsibilitiesAs a customer service delivery representative, you will be responsible for...
-
Cashier - Customer Service Representative
1 month ago
Charlotte, North Carolina, United States Woodie's Auto Service & Repair Full timeWe are seeking a highly motivated and customer-focused individual to join our team as a Cashier - Customer Service Representative. This is a fantastic opportunity to work in a dynamic and fast-paced environment, where you will be responsible for providing exceptional customer service and handling cash transactions with precision and accuracy.Job...
-
Customer Service Representative
3 months ago
Charlotte, United States Mauser Packaging Solutions Full timeEstablish relationships with customers by communicating and resolving issues. Responsible for order entry and/or maintenance for assigned accounts. Review plant delivery schedules versus requested dates and resolves any conflicts. Tracks and communic Customer Service Representative, Customer Service, Sales Representative, Manufacturing, Retail,...
-
Customer Service Representative
4 months ago
Charlotte, United States Wesco Full timeWesco - 610 Toddville Rd [Customer Service Representative] As a Customer Service Representative at Wesco, you'll: Respond to customer inquiries by telephone, e-mail, and/or walk-ins to provide inquiry or problem resolution; Resolve mostly routine and some non-routine, more complex problems and communicate solution or requested information to the customer;...
-
Customer Service Representative
1 week ago
Charlotte, North Carolina, United States Sparks Group Full timeJob DescriptionCustomer Service RepresentativeSparks Group is seeking a skilled customer service representative to manage front desk and customer service responsibilities.Responsibilities:Answer phones and greet visitorsProcess customer orders and provide information on parts pricing and stock statusAssist with customer inquiries and resolve issues in a...
-
Customer Service Representative
1 month ago
Charlotte, United States Style Netbox Full timeJob Opening: Customer Service RepresentativeAbout the Role: Style Netbox is seeking a friendly and professional Customer Service Representative to join our team in Scottsdale, AZ. As the first point of contact for clients, you'll play a key role in representing our brand and ensuring exceptional service and satisfaction with every interaction....
-
Customer Service Representative
3 weeks ago
Charlotte, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a contract to hire employment opportunity for a Customer Service Representative in Charlotte, North Carolina with a hardware company. As a Customer Service Representative, you will play a key role in maintaining our strong customer relationships by providing top-notch service and resolving customer inquiries....
-
Customer Service Representative
1 week ago
Charlotte, United States Style Netbox Full timeJoin Our Team: Customer Service Representative Are you passionate about helping others and delivering exceptional customer experiences? Style Netbox is seeking a dedicated Customer Service Representative to join our team in Charlotte, NC. About the Role: As a Customer Service Representative, you will be the primary point of contact for our clients, ensuring...
-
Customer Service Representative
1 month ago
Charlotte, United States Fresh Form Draft Full timeCustomer Service RepresentativeDepartment: Every Word Code Employment Type: Full Time Location: Charlotte, NC Compensation: $17.25 - $24.00 / hour DescriptionJob Title: Customer Service Representative Location: Charlotte, NC Job Type: Full-Time We are seeking a dedicated and customer-focused Customer Service Representative to join our team. The ideal...
-
Customer Service Representative
14 hours ago
Charlotte, United States Hustle Notice Biz Full timeCustomer Service RepresentativeDepartment: Core Call IncEmployment Type: Full TimeLocation: Charlotte, NCCompensation: $17.80 - $25.00 / hourDescriptionJob Description: Customer Service RepresentativePosition Overview:We are seeking a dedicated and customer-focused Customer Service Representative to join our team. In this role, you will be responsible for...
-
Customer Service Representative
2 months ago
Charlotte, United States Calculated Hire Full timeCustomer Service Representative II Onsite - Charlotte, NC 3 Months Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: TBD Calculated Hire is in search of a Customer Service Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: In this contingent resource...
-
Customer Service Representative
2 months ago
Charlotte, United States Calculated Hire Full timeCustomer Service Representative IIOnsite - Charlotte, NC3 Months Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: TBDCalculated Hire is in search of a Customer Service Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:In this contingent resource assignment, you...
-
Customer Service Representative
1 month ago
charlotte, United States Calculated Hire Full timeCustomer Service Representative IIOnsite - Charlotte, NC3 Months Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: TBDCalculated Hire is in search of a Customer Service Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:In this contingent resource assignment, you...
-
Customer Service Representative
2 months ago
charlotte, United States Calculated Hire Full timeCustomer Service Representative IIOnsite - Charlotte, NC3 Months Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: TBDCalculated Hire is in search of a Customer Service Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:In this contingent resource assignment, you...
-
Customer Service Representative
2 months ago
Charlotte, United States Calculated Hire Full timeCustomer Service Representative IIOnsite - Charlotte, NC3 Months Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: TBDCalculated Hire is in search of a Customer Service Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:In this contingent resource assignment, you...
-
Customer Service Representative
1 month ago
Charlotte, North Carolina, United States Goldfish Swim School Full timeJob Title: Front Desk Customer Service RepresentativeAbout the Job:We are seeking a highly skilled and enthusiastic Front Desk Customer Service Representative to join our team at Goldfish Swim School. As a Front Desk Customer Service Representative, you will be the first point of contact for potential and current customers, and will be responsible for...
-
Customer Service Representative
4 days ago
Charlotte, North Carolina, United States Hustle Notice Biz Full timeAbout the Role:Hustle Notice Biz is seeking a professional Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, resolving issues, and ensuring a positive customer experience.The ideal candidate will have excellent...
-
Customer Service Representative
5 months ago
Charlotte, United States The LaSalle Group Full timeLaSalle Network is currently working with a client who is looking for a Customer Service Representative! This position is remote and full-time. Please note that training will be ONSITE for two weeks from 8 am - 5 pm in Charlotte, NC. Our client is looking for an individual that has strong communication skills, positive attitude, and eagerness to learn and...