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Client Relations Specialist

2 months ago

Houston, Texas, United States New York Life - Houston General Office Full time
Job Overview

Are you passionate about engaging with individuals, building relationships, and providing assistance? If so, the Client Relations Specialist role at our organization may be the perfect opportunity for you. In this position, you will be tasked with addressing customer inquiries, resolving service challenges, and ensuring an outstanding client experience.

Compensation:

$32,000 - $39,000 annually

Key Responsibilities:
  • Respond efficiently and courteously to client inquiries through various communication methods, including phone, email, and chat.
  • Deliver precise information regarding New York Life's insurance and financial offerings, coverage options, policy details, and benefits.
  • Resolve client concerns and issues promptly, maintaining a high standard of client satisfaction.
  • Work collaboratively with cross-departmental teams to facilitate the processing of policy modifications, claims, and other client requests.
  • Keep thorough and accurate records of client interactions, transactions, and communications within the company's systems.
  • Inform clients about policy features, payment methods, billing inquiries, and account management tools.
  • Identify opportunities to improve the client experience and propose enhancements to processes.
  • Stay informed about industry trends, products, and services to provide clients with relevant and current information.
  • Assist the sales team by supporting client onboarding, policy applications, and information collection.
Qualifications:
  • High school diploma or equivalent (Associate's or Bachelor's degree preferred).
  • Previous experience in a customer service or client-facing role, ideally within the insurance or financial services sector.
  • Exceptional communication skills, both verbal and written.
  • Strong analytical and problem-solving skills.
  • Proficient in utilizing computer systems and software for data entry, documentation, and communication.
  • Ability to manage multiple tasks and prioritize effectively in a dynamic environment.
  • Empathetic and patient demeanor with a sincere desire to assist clients.
  • Detail-oriented and organized approach to managing client requests and inquiries.
  • Bilingual language skills are a valuable asset.
  • Must be licensed or willing to obtain a license in Life & Health Insurance.
  • Sales experience is preferred.
About Our Organization

With a rich history of over 175 years, New York Life is recognized as one of the largest mutual life insurance companies in the United States, committed to providing financial security and stability to its policyholders.

As a reputable organization, New York Life offers individuals the opportunity to develop meaningful and fulfilling careers. The company's strong values, emphasis on employee growth, and dedication to positively impacting the lives of its policyholders create an environment that nurtures both personal and professional development.