Client Services Representative

1 week ago


Alpharetta, United States Quest Financial Full time

Our client located in Alpharetta is looking for a Client Service Representative to join their team.

Pay: $60k - $80k + Yearly Bonus

Hybrid - 2 days/week in office

Benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

The Client Service Representative will play a crucial role in assisting in day-to-day client delivery. You will provide first class hospitality to internal and external clients, business partners and vendors, while collaborating with a highly skilled, diverse team.

Responsibilities:

  • Serve as front-line administrative processor.
  • Develop professional business relationships with all clients and demonstrates a clear understanding of the clients core business.
  • Assist in managing client expectations, service commitments, and anticipates needs of the client.
  • Quickly identify and resolve basic client service issues.
  • Support account management staff by handling basic client issues when account manager is unavailable.
  • Act as the ambassador of culture to clients, visitors, and team members by communicating in a professional and courteous manner.

Requirements:

  • High School diploma or equivalent.
  • Proficient in using Microsoft Office Suite.
  • Ability to learn and adapt quickly to new technologies and software.
  • Strong customer service skills with the ability to deliver exceptional service and build lasting relationships.
  • Excellent communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.
  • Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize work effectively.
  • 2+ years in account service with preference given to individuals with life and health insurance product experience.
  • Life & Health license from state of domicile preferred; however, you must have the ability to obtain your insurance license within 90 days of hire.


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