Client Success Representative
2 months ago
Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Customer Success Representative Job Responsibilities:
• Answers a high volume of phone calls daily.
• Processes changes to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation.
Ideal candidates will possess the following:
• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow-through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.
-
Client Success Representative
2 months ago
dallas, United States HirefinderRPO Full timeOur client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types...
-
Client Success Representative
2 months ago
Dallas, United States HirefinderRPO Full timeOur client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types...
-
Insurance Client Success Representative
4 weeks ago
Dallas, Texas, United States The Phoenix Insurance Full timeJob DescriptionThe Phoenix Insurance is a leading independent property and casualty insurance agency that advises clients and partners with top-rated insurance carriers to find tailored solutions for complex risks. As a Client Success Representative, you will play a vital role in delivering exceptional customer service and ensuring seamless policy...
-
Client Success Manager
4 days ago
Dallas, Texas, United States OrderMyGear Full timeJob Title: Client Success ManagerAt OrderMyGear, we're seeking a seasoned Client Success Manager to lead our client retention and expansion efforts. As a key member of our team, you'll be responsible for building strong relationships with our clients, identifying opportunities for growth, and ensuring they realize maximum value from our products and...
-
Wireless Customer Success Representative
4 weeks ago
Dallas, Texas, United States Godsell & Davis Full timeJob DescriptionThe Wireless Customer Success Representative is a key role at Godsell & Davis, responsible for delivering exceptional customer experiences and driving sales growth. As a Wireless Customer Success Representative, you will be the face of our company, building relationships with customers and providing them with tailored solutions to meet their...
-
Charity and Customer Relations Representative
1 month ago
Dallas, United States Fresh Success Marketing Group Full timeENTRY LEVEL CUSTOMER AND CHARITY RELATIONS REPRESENTATIVE NON PROFIT REPRESENTATION / ADVERTISING / RETAIL / PUBLIC RELATIONS / MARKETING We are one of the fastest and most successful marketing and advertising firms in the area and we are currently going through a nationwide expansion. We are hiring entry level and experienced public relations,...
-
Client Services Representative
1 week ago
Dallas, United States Howell Financial Group Full timeAbout Us: Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...
-
Client Success Specialist I
3 weeks ago
dallas, United States Corient Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...
-
Client Success Specialist I
1 week ago
dallas, United States Corient Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...
-
Client Success Specialist I
3 weeks ago
Dallas, United States Corient Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...
-
Client Services Representative
1 week ago
Dallas, United States Howell Financial Group Full timeAbout Us:Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...
-
Client Services Representative
2 weeks ago
Dallas, United States Howell Financial Group Full timeAbout Us:Howell Financial Group is a leading financial services firm committed to providing personalized solutions for individuals, families, and businesses. We offer a wide range of services, including investment management, retirement planning, estate planning, and wealth management. Our team is dedicated to delivering exceptional service and customized...
-
Senior Client Success Leader
7 days ago
Dallas, Texas, United States CalpionPlutus Health Full timeJob DescriptionJob DescriptionAs a Senior Client Success Leader at Calpion/Plutus Health, you will be responsible for the overall success of client engagements, guiding them from inception through development and implementation. Your role will involve providing continuity for clients throughout the lifetime of the relationship.The ideal candidate will be...
-
Entry Level Client Representative
5 months ago
Dallas, United States Gig.com Full timeWith a diverse roster of clients across various industries, we've discovered that in person interactions are consistently the key to increasing brand awareness. With a handshake and a genuine conversation, our team knows how to break the ice and introduce the public to our clients' products in a cost effective way. Our proven track record has earned the...
-
Client Service Representative
5 months ago
Dallas, United States Marquee Event Group Full timeFind A Location Please enter a street, city, or ZIP code. ** Client Service Representative - Dallas - Dallas** **Job Description** Client Services Representative (CSR) Marquee Event Rentals is the premier Event Planning Company. Marquee combines great people and products to provide our customers with more event expertise and the deepest inventory in the...
-
Client Success Specialist I
3 days ago
Dallas, Texas, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Client Success Specialist IAt Corient Private Wealth LLC, we're dedicated to empowering our clients to achieve their financial goals. As a Client Success Specialist I, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Serve as the primary point of contact for...
-
Client Experience Representative
4 weeks ago
Dallas, Texas, United States Triumph Financial Full timeJob Title: Client Experience RepresentativeAt Triumph Financial, we are seeking a highly skilled and dedicated Client Experience Representative to join our team. As a Client Experience Representative, you will be responsible for delivering exceptional customer service to our clients via phone, email, and chat. Your primary goal will be to ensure that every...
-
Client Development Representative
1 month ago
Dallas, United States Supplemental Health Care Corporate Full timeJob DescriptionJob DescriptionWhat does a Client Development Representative do?The Client Development Representative has a crucial role focused on driving the growth of our staffing business. As the initial point of introduction to potential clients, the CDR is responsible for prospecting, identifying new opportunities, presenting solutions, negotiating...
-
Client Service Representative
3 weeks ago
Dallas, Texas, United States MSI Credit Solutions Full timeClient Service RepresentativeMSI Credit Solutions is a dynamic and growing company that is seeking a highly motivated and customer-focused Client Service Representative to join our team.We are committed to providing exceptional service to our clients and are looking for someone who shares our passion for delivering outstanding results.Key...
-
Client Services Representative
4 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeAbout This RoleAt Goldman Sachs, we are seeking a highly skilled and motivated Client Services Representative to join our world-class service team. As a Client Services Representative, you will play a critical role in providing exceptional service to our Registered Investment Advisors, ensuring that their needs are met and exceeded.ResponsibilitiesProvide...