Client Support Specialist

2 weeks ago

Buford, Georgia, United States Distinguished LLC Full time
Distinguished Programs is a prominent national insurance Program Manager that offers specialized insurance solutions to brokers and agents with expertise in various sectors including Real Estate, Community Associations, Hospitality, Fine Art/Collectibles, Restaurants, Inland Marine, Executive Lines, and Construction Professionals & Environmental. We collaborate with a select group of highly rated insurance providers to deliver exclusive programs to our extensive network of agencies and brokerages. Join our vibrant and dedicated team committed to fostering growth by assisting our clients in expanding their businesses and establishing a top-tier work environment.

POSITION OVERVIEW

We are thrilled to invite a Customer Service Representative to our Accounting Team. We are in search of a motivated and enthusiastic individual eager to enhance their accounting knowledge and gain experience within the insurance sector. As a Customer Service Representative, you will engage with numerous independent insurance brokers and agents nationwide. You will serve as the primary contact for accounting-related inquiries, aiming to deliver an outstanding customer experience. Your role will be crucial in addressing and resolving regular inbound questions via email and phone. This is a remarkable opportunity to learn and contribute to both the Commercial Insurance industry and the Accounting/Finance domain.

ABOUT YOU

You possess a natural curiosity and a passion for learning. You thrive in a dynamic, fast-paced environment with frequent changes in processes, procedures, and technology. Time management, organization, and prioritization are second nature to you. You are a resourceful, forward-thinking individual with a strong work ethic who proactively seeks opportunities, proposes solutions, and takes accountability. You communicate effectively both verbally and in writing, with a keen attention to detail. Your problem-solving skills enable you to handle challenges like multi-tasking with ease. You are tech-savvy and possess strong computer skills, and you come from a service-oriented background. If this resonates with you, we encourage you to continue reading.

KEY RESPONSIBILITIES
  • Deliver an exceptional customer experience with every interaction via phone and email.
  • Process check deposits, incoming payments, refunds, and commissions.
  • Utilize technical knowledge to address customer inquiries.
  • Identify opportunities to enhance the customer experience.
  • Act as a liaison, facilitating smooth communication between customers and our accounting and finance department, as well as other departments within the organization.
  • Manage customer and broker service inquiries through to resolution.
  • Follow up on accounts receivable collections.
  • Perform general office and clerical tasks.
  • Assist with ad hoc projects as needed.
SKILLS & QUALIFICATIONS
  • At least 1 year of experience in a general accounting or cash applications role.
  • Associate's degree in accounting or a comparable combination of education and experience.
  • Proficient in Microsoft Office Suite, particularly Excel; familiarity with Salesforce is a plus.
  • Ability to adapt to multiple computer operating systems.
  • Strong verbal and written communication skills, including phone etiquette.
  • Interpersonal skills for effective teamwork and customer interaction.
  • A natural curiosity and desire for problem identification and resolution.
  • A sense of urgency in resolving issues and a meticulous attention to detail.
  • Experience in the insurance industry is a valuable asset.
WORK ENVIRONMENT
  • This role is based in an office setting with a flexible work-from-home option.
COMPENSATION & BENEFITS
  • Competitive base salary with performance-based bonuses.
  • Comprehensive healthcare coverage including Medical, Vision, and Dental.
  • 401k plan with a company match and immediate vesting.
  • Life, disability, and supplemental insurance options.
  • Opportunities for professional growth and development.
  • Wellness benefits including an Employee Assistance Program and telemedicine services.
  • Generous time-off policy including PTO and paid holidays.
CULTURE & VALUES

At Distinguished Programs, our Core Values guide our operations. We prioritize INTEGRITY in all our business dealings. INNOVATION keeps us at the forefront of the industry, allowing us to engage in projects that enhance our products, processes, and workforce. You will build RELATIONSHIPS with colleagues, carriers, and customers, leveraging your interests and strengths to create a fulfilling career path in an industry rich with opportunities. We celebrate DIVERSITY and INCLUSION as fundamental aspects of our workplace culture.

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