Client Services Associate

3 weeks ago

Raleigh, United States Curi Full time

Title

Client Services Associate

Location

Remote - Mountain Region

About Us

Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance offerings deliver valued advice that is grounded in client priorities and elevated by their outcomes. From data-driven advisory services to private wealth offerings, to tailored medical malpractice insurance solutions and beyond, we deliver performance that is time-tested and trusted-in medicine, business, and life.

The Role

We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate reporting to the Director, Member Services. In this role, you will be responsible for supporting the execution of Curi's client experience and retention strategies, via the Client Services department for the mountain region -Utah, Montana, Wyoming, and Idaho. You will serve as a direct, internal agent for an assigned group of Curi MPL clients, which will be comprised of smaller practices and policies. In this role, you will serve as the primary liaison between the company and physicians and practice administrators within their assigned book. In doing so, you will work with key functional areas of the organization, utilize excellent communication skills, and maintain a strong product and market knowledge to ensure a high level of insured satisfaction, maximize policy retention and profitability, and promote utilization of company platforms, products, and services.

Key Result Areas

  • Acts as the primary company contact for their assigned policies with respect to the insured's overall relationship with Curi, ensuring that the client has a readily accessible and responsive representative for any of their Curi needs.
  • Manages and retains MPL policies within their assigned book and ensuring a high level of client satisfaction.
  • Prepares and presents renewal policy presentations to direct clients, educating them as to policy enhancements, coverage changes/interpretation, pricing modifications, etc.
  • Supports the Underwriting department in identifying and making needed or desired MPL policy changes. Similarly supports the Finance department with common client inquiries.
  • Manages the issuance and renewal of cyber-liability and/or broad regulatory policies to clients within the CSA's assigned book.
  • Ensures that all relevant systems and platforms utilized to manage and track activities related to Curi policy management as well as Curi's stewardship/relationship management strategies are utilized and maintained with comprehensive and current information/documentation.
  • Provides ongoing training and education to direct insureds to ensure they are knowledgeable about all Curi member benefits, our online client portal, new company initiatives and offerings, and our overall mission to help physicians in medicine, business, and life.
  • Creates and maintains consultative relationships with their assigned insureds to maintain a continuously open channel of communication, and to explicitly promote the value proposition for all Curi's enterprise-wide platforms, offerings and services, including those produced under Curi Capital and Curi Advisory.
  • Makes consistent business decisions, supports company underwriting guidelines and pricing philosophies and maintains collegial relationships with members of other Curi departments and divisions.
  • Stays alert for and advises company of any industry information, market intelligence, competitor products/services/strategic initiatives that could positively or adversely affect Curi. Also offers feedback on product enhancements that may resonate with our members.
  • Meets regularly and frequently with Business Development, Underwriting, Claims, Risk Management, Curi Capital and Curi Advisory to stay abreast of their services, guidelines, strategies, and initiatives, to adequately educate our clients and encourage deepened usage of Curi products and offerings.

Skills

  • Must be a self-starter and a strong contributor to the team
  • Excellent verbal and written communication skills with internal and external audiences
  • Outstanding organization, prioritization, and time-management skills
  • Familiarity with product lines, services, and competitive offerings
  • Experience analyzing and comparing statutory financial data
  • Capability to deliver high-quality work with minimal supervision
  • Demonstrate a professional demeanor while juggling multiple tasks simultaneously from time to time
  • Ability to preserve confidentiality and demonstrate discretion

Qualifications

  • High School Diploma or equivalent plus three years of customer service experience; OR
  • Bachelor's degree plus one year of customer service experience
  • Property & Casualty Agent license required or obtained within six months of employment.
    • Previous underwriting or account management experience within the MPL industry and/or in medical practice administration preferred.
    • Willingness to work mountain time zone work hours.

  • Client Service Associate

    3 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

  • Client Service Associate

    3 weeks ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...

  • Client Service Associate

    3 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...

  • Client Services Associate

    3 months ago

    Raleigh, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Service Associate

    3 months ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Client Service Associate

    3 months ago

    Raleigh, United States TalentLink Solutions Full time

    Firm Description We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Client Service Associate

    6 days ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Client Service Associate 2

    3 months ago

    Raleigh, United States Public Consulting Group Full time

    Client Service Associate 2 are integral members of PCG's Medicaid School-Based Services (SBS) program; the specific focus of this role will be on the Fee-for-Service (FFS) program. Client Service Associate 2 will be responsible for managing, maintain Client Service, Education, Associate, Business Operations, Service, Project Management, Retail

  • Client Service Associate

    1 month ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Laboratory Client Service Associate

    1 week ago

    Raleigh, North Carolina, United States UNC Health Care Full time

    Position Title: Laboratory Client Service AssociateJob Overview:Join a dynamic team dedicated to enhancing the health and wellness of the communities we serve. As a Laboratory Client Service Associate, you will play a crucial role in providing exceptional customer service and facilitating laboratory services.Key Responsibilities:Adhere to safety protocols by...

  • Client Service Associate 2

    21 hours ago

    Raleigh, North Carolina, United States Public Consulting Group Full time

    **Job Summary**As a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your responsibilities will include managing and maintaining client relationships, education, associate, business operations, service, project management, and...

  • Client Service Representative

    4 days ago

    Raleigh, North Carolina, United States ATR International Full time

    Job Summary:This position provides advanced operational support for a business unit in the execution of daily activities in support of the Client's Go platform. The successful candidate will facilitate processes and associate workflow while ensuring compliance with all applicable regulations and policies.Key Responsibilities:Service: Respond to inbound...

  • Client Management Associate

    1 week ago

    Raleigh, North Carolina, United States Coleman Research Full time

    Client Management Associate at Coleman Research About Us: Coleman Research is a trusted partner for top-tier organizations seeking insights from hard-to-reach experts across various fields. As a subsidiary of VisasQ, the premier expert network in Japan, we operate globally with offices in key cities. Our mission is to "Think Big, Think Global," as we work to...

  • Client Services Supervisor

    1 week ago

    Raleigh, North Carolina, United States Concord Hospitality Full time

    We are seeking a Client Services Supervisor At Concord Hospitality, we value individuals who are dedicated to delivering exceptional service. As the Client Services Supervisor, you will play a pivotal role in orchestrating a seamless experience for our guests. Your leadership will unite the front desk team, ensuring that our guests receive outstanding...

  • Client Relations Associate

    1 week ago

    Raleigh, North Carolina, United States Wohn-Service-Team Full time

    Position OverviewWe are seeking a dedicated Client Relations Associate to join our team at Wohn-Service-Team. This role is pivotal in ensuring exceptional service delivery and client satisfaction.Contract DetailsDuration: Long-term contractWork Arrangement: HybridAbout the CompanyWohn-Service-Team is a reputable organization committed to providing...

  • Institutional Client Service Associate

    20 hours ago

    Raleigh, North Carolina, United States CAPTRUST Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Institutional Client Service Associate to join our team at CAPTRUST. As a key member of our Financial Advisor Service Team, you will play a critical role in delivering exceptional service and building strong relationships with our institutional clients.Key ResponsibilitiesDeliver exceptional...

  • Client Service Coordinator

    3 weeks ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...

  • Client Service Coordinator

    5 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...

  • Registered Client Associate

    4 weeks ago

    Raleigh, North Carolina, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Relations Associate

    1 week ago

    Raleigh, North Carolina, United States Hertz Full time

    The Client Relations Associate is dedicated to delivering exceptional customer service that fosters satisfaction and loyalty, cultivating an environment where team members are empowered to excel in their service delivery. This role is pivotal in ensuring first contact resolution and enhancing the overall customer interaction experience. The associate is...