Client Support Specialist

3 weeks ago


Charleston, West Virginia, United States Western & Southern Financial Group Full time
Job Summary

We are seeking a highly skilled Client Support Specialist to join our team at Western & Southern Financial Group. As a Client Support Specialist, you will be responsible for providing timely and courteous service to internal and external clients by researching, analyzing, and resolving service requests and complaints.

Key Responsibilities
  • Provide professional and courteous service to internal and external clients, making independent decisions regarding client requests and resolution of client concerns.
  • Review, research, and resolve policy data to satisfy inquiries received via inbound and outbound phone interactions, written correspondence, or walk-in office visits.
  • Collaborate with various departments as needed and escalate to management when necessary.
  • Support the Agency by identifying marketing and recruiting event opportunities.
  • Maintain accurate information and documentation within various systems, including I3 phone systems and Customer First Platform.
Requirements
  • Possess excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office.
  • Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions.
  • Able to effectively articulate information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry.
  • Ability to prepare correspondence, reports, and forms using a prescribed format.
Work Environment

This position will work in an office setting and frequently require being in a stationary position for long periods of time while working at a desk, on a computer, or with other standard office equipment.

Reliable transportation is required, and willingness to travel as needed and occasionally to areas outside the territory normally assigned.



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