Client Services Representative

1 week ago

New York, New York, United States Cover Whale Full time
Job Overview

About Cover Whale

Cover Whale is dedicated to enhancing road safety through a unique blend of insurance solutions and a data-driven driver coaching program. Our innovative safety initiatives are designed to save lives while providing superior insurance coverage for our clients.

Since our inception in 2019, we have successfully secured significant funding and are on a trajectory of growth and expansion. Our commitment to excellence has earned us recognition as one of America's Best Startup Employers.

Position Summary

This position serves as a vital entry point for a rewarding career at Cover Whale. You will be instrumental in supporting our agency partners and policyholders by addressing a range of intricate inquiries related to product assistance, billing, quotes, policy modifications, renewals, and cancellations.

As a key customer-facing representative, you will interact with clients via phone, email, and live chat, delivering exceptional service while resolving issues effectively.

Key Responsibilities:

  • Assist customers with a variety of inquiries, addressing questions about pricing, premiums, policy status, and more.
  • Manage multiple communication channels, ensuring timely and accurate responses to agents, policyholders, and partners.
  • Review and process applications and policy changes in accordance with established guidelines.
  • Calculate premium breakdowns and determine eligibility based on selected coverage options.
  • Handle endorsements and manage the processing of necessary documentation.
  • Facilitate renewals by building strong relationships with agency partners through exceptional service.
  • Guide agents through our quoting platform and provide insights on underwriting guidelines and resources.
  • Develop a comprehensive understanding of Cover Whale products and contribute to process improvements.
  • Gain proficiency in various departmental processes, including Loss Control, Billing, Underwriting, Retention, and Claims.
  • Continuously enhance your knowledge of industry trends and customer needs as the company evolves.

Qualifications

Education and Experience:

  • Bachelor's degree from an accredited institution.
  • A minimum of 3 years of experience in the insurance sector is required.

Essential Skills and Abilities:

  • Ability to work in an office environment several times a week.
  • Exceptional customer service and communication skills, with the ability to convey complex information clearly.
  • Independently address diverse customer inquiries using sound judgment and product knowledge.
  • Demonstrate autonomy in decision-making while knowing when to seek assistance.
  • Familiarity with business applications such as Zendesk, HubSpot, Slack, or Excel, coupled with strong technical skills.
  • Analyze customer issues to identify root causes and determine appropriate solutions.
  • Exhibit resilience, adaptability, and a willingness to learn in a dynamic environment.
  • Fluency in Spanish is advantageous but not mandatory.

Compensation and Benefits

The salary range for this position is competitive and will be determined based on individual qualifications. In addition to base pay, the total compensation package may include bonuses and other benefits.

Perks:

  • Comprehensive Health, Dental, and Vision coverage.
  • Life and Disability Insurance.
  • Employee Assistance Programs.
  • Flexible Vacation Policy.
  • 401k with Employer Match.
  • Parental Leave.

At Cover Whale, we strive to create an environment that fosters growth and collaboration, encouraging every employee to contribute to our collective success.

We are proud to be an equal opportunity employer, welcoming applications from all qualified individuals without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

  • Client Service Representative

    2 days ago

    New York, New York, United States World Insurance As Full time

    **Job Summary****About World Insurance As**We are seeking a highly skilled and experienced Client Service Representative to join our team at World Insurance As. As a Client Service Representative, you will play a vital role in delivering exceptional customer service to our clients and driving business growth.**Key Responsibilities*** Assist insurance...

  • Client Service Representative

    4 days ago

    New York, New York, United States World Insurance As Full time

    **Job Summary**World Insurance As is seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will play a vital role in delivering exceptional customer service to our clients.**Key Responsibilities*** Assist insurance producers in servicing client needs and providing timely solutions to complex...

  • Client Service Representative

    7 days ago

    New York, New York, United States Travers Mechanical Services Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Representative to join our team at Travers Mechanical Services. As a key member of our operations team, you will be responsible for processing release of information requests in a timely and efficient manner, ensuring accuracy and providing exceptional customer service.Key...

  • Client Service Representative

    5 days ago

    New York, New York, United States VCA Animal Hospitals Full time

    Job SummaryWe are seeking a highly skilled and compassionate Client Service Representative to join our team at VCA Animal Hospitals. As a Client Service Representative, you will be the first point of contact for our clients and their pets, providing exceptional customer service and ensuring a positive experience for all.Key ResponsibilitiesProvide...

  • Client Service Representative

    3 days ago

    New York, New York, United States Madison Reed Hair Color Bar Full time

    About the RoleAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be the face of our Hair Color Bar, providing a seamless guest experience from arrival to departure.Key ResponsibilitiesProvide exceptional customer service, ensuring a...

  • Client Service Representative

    4 hours ago

    New York, New York, United States Madison Reed Hair Color Bar Full time

    About the RoleAt Madison Reed Hair Color Bar, we are seeking a highly skilled and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be the face of our Hair Color Bar, providing a seamless guest experience from arrival to departure.Key ResponsibilitiesProvide exceptional customer service, ensuring a...

  • Client Services Representative

    5 days ago

    New York, New York, United States Terminix Full time

    Job OverviewWe are seeking a highly skilled and customer-focused Client Services Representative to join our team at Terminix. As a key member of our service delivery team, you will be responsible for providing exceptional customer service and ensuring that our clients receive the highest level of service.Key ResponsibilitiesCustomer Service: Respond to...

  • Client Service Representative

    5 days ago

    New York, New York, United States Canon U.S.A., Inc. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Representative to join our team at Canon Solutions America, Inc. in the Mailroom department. As a Client Service Representative, you will be responsible for providing exceptional customer service and ensuring the prompt delivery of various on-site work assignments.Main...

  • Financial Services Representative

    5 days ago

    New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

  • Financial Services Representative

    5 hours ago

    New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide exceptional customer service and deliver customized financial solutions that address the evolving needs of our clients.Job SummaryWe are seeking a highly motivated and...

  • Mailroom Client Services Representative

    2 weeks ago

    New York, New York, United States Canon U.S.A., Inc. Full time

    Position Overview: Mailroom Client Services RepresentativeLocation: United StatesCompany: Canon Solutions America, Inc.Requisition ID: 32183Category: Administrative/ClericalPosition Type: Full-TimeRole SummaryThe Mailroom Client Services Representative is tasked with ensuring the efficient handling and delivery of various assignments on-site, focusing on...

  • Mailroom Client Services Representative

    2 weeks ago

    New York, New York, United States Canon U.S.A., Inc. Full time

    Mailroom Client Services RepresentativeLocation: United StatesCompany: Canon Solutions America, Inc.Category: Administrative/ClericalPosition Type: Full-TimeRole OverviewThe Mailroom Client Services Representative is responsible for ensuring the efficient delivery of various on-site tasks while providing exceptional customer service to enhance client...

  • Financial Services Representative

    5 days ago

    New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

  • Financial Services Representative

    4 days ago

    New York, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

  • Client Services Representative I

    2 weeks ago

    New York, New York, United States Canon Solutions America Full time

    Position Overview:As a Client Services Representative I, you will play a vital role in ensuring the seamless execution of various on-site responsibilities while delivering exceptional customer service and fostering client satisfaction.Your Responsibilities:Actively communicates with supervisors regarding potential issues or customer inquiries.Efficiently...

  • Client Services Representative I

    2 weeks ago

    New York, New York, United States Canon Solutions America Full time

    Position Overview:As a Client Services Representative I, you will play a vital role in ensuring exceptional service delivery and customer satisfaction. Your responsibilities will encompass a variety of on-site tasks that are essential for maintaining smooth operations.Your Responsibilities:Actively communicate with supervisors regarding any potential issues...

  • Client Care Representative

    2 months ago

    New York, New York, United States Tiffany & Co. Full time

    Responsibilities:In this position, the Client Care Representative is responsible for accurately processing and updating service orders that are received in the department. The Client Care Representative ensures that daily production quotas are met, as well as provides management with frequent updates for all assigned service orders. While continuously...

  • Client Service Representative

    5 hours ago

    New York, New York, United States Invesco Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Invesco. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, including:Nurturing and maintaining client relationshipsProviding primary point of contact for SMA accountsProcessing new account set...

  • Client Service Representative

    12 hours ago

    New York, New York, United States Oppenheimer & Co. Full time

    **Job Summary**The Oppenheimer & Co. Private Client Division is seeking a highly skilled Client Service Associate to provide exceptional support to our clients. As a key member of our team, you will be responsible for servicing clients, marketing, scheduling, prioritizing meetings, managing databases, and providing general organizational support.**Key...

  • Client Service Representative

    2 days ago

    New York, New York, United States Workoo Technologies Full time

    About the Job**Job Summary:**We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at Workoo Technologies. As a Client Service Specialist, you will be responsible for providing exceptional customer service, managing client relationships, and ensuring seamless communication between clients and our team.Key...