Client Relationship Specialist

1 week ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Overview

The ideal candidate for this Client Relationship Specialist position at Marshall & Sterling Inc will have a strong background in customer service and account management. This role is perfect for someone who is passionate about building relationships with clients and ensuring their needs are met.

Salary

The estimated salary for this position ranges from $60,000 to $100,000 annually, based on commission and performance. The specific salary offered may be influenced by factors such as relevant experience, education, and work location.

Job Description

We are seeking a highly motivated and organized individual to join our team as a Client Relationship Specialist. In this role, you will be responsible for managing designated accounts and working closely with clients to maintain and build relationships. Your primary focus will be on providing exceptional customer service and ensuring that client needs are met in a timely and efficient manner.

Your key responsibilities will include:
  • Managing service timelines for designated accounts and coordinating stages of the timeline with the Sales Executive and client.
  • Utilizing Image Right to save appropriate documentation and maintain/update tasks.
  • Working closely with clients to maintain and build relationships.
  • Conducting Open Enrollment and Client meetings, reviewing all applications, policies, endorsements, and audits for accuracy.

Required Skills and Qualifications

To be successful in this role, you will need to possess excellent communication and organizational skills, as well as the ability to work effectively in a fast-paced environment. You should also have a college degree, preferably in business or a related field, and relevant experience in account management or a similar role.

In addition, you should have knowledge of Microsoft Office programs and group benefits products. You must also have the ability to communicate effectively, work well under pressure, and maintain confidentiality in all aspects of client, staff, and agency information.

Benefits

This is an excellent opportunity to join a dynamic and growing company that values its employees and offers a range of benefits, including competitive salaries, opportunities for professional growth and development, and a collaborative and supportive work environment.

Others

If you are a motivated and results-driven individual who is passionate about building relationships and delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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