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Client Relations Specialist

2 months ago

Columbus, Ohio, United States Rose International Full time

Required Education:

  • High school diploma is essential.
  • Undergraduate education is advantageous, particularly in technical areas such as LOMA, CLU, or ChFC.

Required Experience:

  • A minimum of three years of professional experience, with at least two years in a customer service role related to products is preferred.

Preferred Experience:

  • Experience in customer service roles while pursuing undergraduate studies is desirable.

Required Skills:

  • Familiarity with general office practices, customer service protocols, and office equipment.
  • Knowledge of information systems and practices within the insurance and financial services sectors (e.g., Life Insurance).
  • Basic mathematical skills and understanding of office filing systems and record-keeping procedures.
  • Strong problem-solving abilities.
  • Excellent written and verbal communication skills for effective interaction with customers, team members, and management.
  • Decision-making capabilities essential for handling customer interactions.
  • Ability to identify, assess, and analyze customer inquiries to determine appropriate responses.
  • Proven proficiency in operating a CRT and PC.

Position Summary:

The Client Relations Specialist is responsible for delivering prompt and efficient service to both internal and external customers related to assigned products and services. This role involves consulting and interpreting contract provisions for current and past products, as well as for policyholders, agents, brokers, and other operational units.

Key Responsibilities:

  • Address and respond to inquiries from customers, brokers, agents, and government agencies.
  • Engage with customers and the agency/brokerage network through both oral and written communication.
  • Assist customers with financial transactions.
  • Consult on and interpret contract provisions for various products and services.
  • Maintain up-to-date knowledge of contract and product provisions, as well as relevant federal and state regulations.
  • Resolve routine errors that require corrective actions.
  • Identify situations needing advanced technical knowledge or exception processing and escalate as necessary.
  • Process monetary transactions in accordance with policy provisions within designated limits.
  • Review, research, and interpret records and reports to make informed decisions.
  • Perform additional duties as assigned.

Benefits:

For detailed information regarding employment benefits associated with this position, please refer to the appropriate resources. If you have any inquiries or concerns, please reach out to the HR Department through the designated channels.

Equal Opportunity Employment:

Rose International is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, disability, veteran status, or any other characteristic protected by law.

Assistance:

If you require assistance during the application process or any subsequent phases, please contact the HR Department for support.

Compliance:

Rose International adheres to all applicable laws and regulations regarding employment verification and equal opportunity practices.