Client Services Representative I
1 month ago
***:Supports the processes and systems related to the servicing of clients and support of employees and consultants regarding loss control services. Supports in the delivery of administrative and operational assistance designed to promote revenue growth, productivity, and exceptional levels of client satisfaction. Provides team members with the appropriate assistance and motivation to enable their success.
Support and monitor the service process for the client community. Responsibilities include acting as quality assurance manager for the client, maintaining service level agreements that support the client needs, acting as a liaison to employees and consultants to assess completion of assignments.
**DUTIES AND RESPONSIBILITIES**:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Support team members in opportunities for process simplification and improvements.
- Provides input in the creation and monitoring of key process improvement measurements.
- Provides exceptional support to both external and internal customers.
- Support team members to improve their skills and knowledge through feedback on submitted reports (or items).
- Involves fellow team members in collaborative or team-empowered decisions based upon the company’s decision making guidelines.
- Support the department on team goals, action plans, and time tables.
- Review, update and submit resources as needed.
- Be part of a team that redesigns workflow to better utilize resources.
- Develop and maintain effective business and personal relationships with all clients and management.
- Prepare periodic status reports and other management reports as requested.
- Engage in the maintenance of building business contacts with outside groups and professional associations in order to keep the company abreast of advancements/developments in the industry.
- Support and manage the intake of new client assignments, distribute, track, review, edit and submit to clients
- Track and ensure proper invoicing of client work.
- Support and manage the status of open assignments and timelines. Conduct regular and continual follow-up for completion of assignments.
**Supervisory Responsibility**
This position manages employee and consultant workloads, requiring good time management and regular, open communication.
**Other Duties**
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
**QUALIFICATIONS REQUIRED**:
Education/Experience: Associates’ degree in business management or related field; or equivalent experience, and three (3) years’ experience in risk and safety insurance industry (preferred).
**Additional Eligibility / Qualifications**
- Must have a valid drivers’ license throughout employment with Aspen
- Must authorize employer to enroll the employee in the California Employers Pull Notice Program for the duration of their employment Work Authorization/Security Clearance
**Knowledge, Skills and Abilities**:
1. Business Acumen.
2. Leadership.
3. Customer/Client Focus.
4. Problem Solving/Analysis.
5. Process Management.
6. Communication Proficiency.
7. Teamwork Orientation.
8. Technical Capacity.
9. Excellent time management skills and the ability to prioritize work.
10. Excellent written and verbal communication skills.
11. Strong organizational skills with the ability to multi-task
**MENTAL AND PHYSICAL REQUIREMENTS**
**1. MENTAL EFFORT**
a. Reasoning development:
X Follow one
- or two-step instructions; routine, repetitive task.
X Carry out detail but uninvolved written or verbal instructions; deal with a few concrete
variables.
X Follow written, verbal, or diagrammatic instructions; several concrete variables.
X Solve practical problems; variety of variables with limited standardization; interpret instructions.
X Logical or scientific thinking to solve problems; several abstract and concrete variables.
X Wide range of intellectual and practical problems; comprehend most obscure concepts.
b. Mathematical development:
X Simple additional and subtraction; copying figures, counting, and recording.
X Add, subtract, multiply, and divide whole numbers.
X Arithmetic calculations involving fractions, decimals, and percentages.
X Arithmetic, algebraic, and geometric calculations.
Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.
c. Language development:
X Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.
X Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide
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