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Client Services Representative
2 months ago
SBLI (Savings Bank Mutual Life Insurance Company) is seeking a highly motivated and client-focused individual to join our team. Our ideal candidate will be enthusiastic with providing excellent service and support to our clients, addressing their inquiries, and ensuring overall client satisfaction. This position offers an opportunity to work in a dynamic and fast-paced environment.
This role is located in Woburn, MA. We are constantly looking for client-focused, accountable, efficient, and engaged professionals who are dedicated to and guided by a commitment to service excellence.
This role provides a great opportunity to learn all aspects of client service. You will be working closely with our clients. You will process service requests and financial transactions.
We are always developing at SBLI. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction.
As a Client Services Representative, you will serve as the face of our company, dedicated to delivering an exceptional client experience. Your role is pivotal in providing expert guidance to address client inquiries, concerns, and policy-related matters. Join our team and become an integral part of our commitment to delivering top-tier client service and maintaining strong client relationships. Your dedication to excellence will help shape a positive and lasting impression of our company within the industry.
Responsibilities
Address client inquiries, concerns, and complaints professionally and in a timely manner.
Provide outstanding client service by promptly and professionally responding to incoming calls and email correspondence.
Assist clients with policy inquiries, coverage questions, and policy changes, ensuring accuracy and efficiency.
Process client requests accurately, ensuring a seamless experience.
Handle approximately 15 inbound and outbound phone calls daily, maintaining a high level of service.
Collaborate closely with internal stakeholders to remove barriers for clients, ensuring a seamless client experience.
Maintain precise and comprehensive client records and documentation.
Identify opportunities for process improvement internally and enhancements to elevate the overall client experience.
Resolve client complaints and issues promptly and professionally.
Stay up to date with insurance industry trends, products, and regulations to provide accurate and informed assistance to clients.
Qualifications
Minimum of 2 years of experience in a client service-focused environment within Financial Service, Insurance, or Banking required
Strong organizational and critical thinking skills
Strong attention to detail – meticulous and curious of how things work
Friendly and approachable demeanor with a strong client service orientation
Proven skills to support the challenges of our diverse clients with empathy and understanding
Ability to handle different types of situations and conversations driving towards a resolution suitable for all
The ability to work and thrive in a team environment
Accountable, ethical, good decision-making ability
A desire for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making
High School Diploma or GED required; Bachelor’s degree preferred
Hybrid work scheduled – up to two days remote weekly.
No relocation available. Interested candidates must send their resumes to HR@sbli.com
and indicate the job posting source.
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