Client Services Representative
1 month ago
The Client Service Representative plays a vital role in supporting Account Managers in our Commercial Risk Management Division. This position requires exceptional communication skills to interact with clients, provide information, and resolve complaints. The ideal candidate will be proficient in commercial property and casualty services, ratings, claims, and billings.
Key Responsibilities- Verify customer issues are resolved and record details of interactions in the Company CRM system.
- Assist Account Managers in investigating customer grievances and determining insurance coverage.
- Review policy terms and collaborate with Account Managers to determine loss coverage.
- Support the renewal process under the guidance of the Account Manager.
- Learn and become proficient in processing certificates of insurance requests, handling claims procedures, and following up with clients regarding billing issues.
- Identify opportunities to improve service standards and perform related administrative duties as required.
- Previous office experience.
- Proficiency in Microsoft Office suite, with Office365 experience preferred.
- 2+ years of experience using Excel.
- High school diploma or equivalent; Bachelor's degree preferred.
- Active state property and casualty insurance license (or ability to obtain within 6 months of hire).
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Client Service Representative
1 month ago
Dallas, Texas, United States MSI Credit Solutions Full timeClient Service RepresentativeMSI Credit Solutions is a dynamic and growing company that is seeking a highly motivated and customer-focused Client Service Representative to join our team.We are committed to providing exceptional service to our clients and are looking for someone who shares our passion for delivering outstanding results.Key...
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Client Service Representative
2 weeks ago
Dallas, Texas, United States CityVet Full timeAbout the RoleAt CityVet, we're dedicated to creating a positive and compassionate environment for both our clients and their pets. As a Client Service Representative, you'll play a vital role in ensuring a seamless client experience, from initial contact to departure.Key Responsibilities:Manage appointment check-ins, book new appointments, and coordinate...
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Client Services Representative
3 weeks ago
Dallas, Texas, United States Goldman Sachs Full timeAbout This RoleWe are seeking a highly skilled Client Services Representative to join our team at Goldman Sachs. As a key member of our service team, you will be responsible for providing exceptional service to our Registered Investment Advisors, ensuring that their needs are met and exceeded.ResponsibilitiesProvide value-added service and support to our...
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Client Service Representative II
2 weeks ago
Dallas, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We are seeking a Client Service Representative II to join our team in an inbound contact center environment.This role is responsible for resolving routine client requests through calls, chats, or emails. Key...
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Client Experience Representative
1 month ago
Dallas, Texas, United States Triumph Financial Full timeJob Title: Client Experience RepresentativeAt Triumph Financial, we are seeking a highly skilled and dedicated Client Experience Representative to join our team. As a Client Experience Representative, you will be responsible for delivering exceptional customer service to our clients via phone, email, and chat. Your primary goal will be to ensure that every...
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Client Services Representative
3 weeks ago
Dallas, Texas, United States EQ Wealth Advisors Full timeJob Title: Client Services AssociateAt EQ Wealth Advisors, we are seeking a highly skilled and dedicated Client Services Associate to join our team.Job Summary:The Client Services Associate will be responsible for providing exceptional customer service to our clients by answering inquiries, resolving issues, and ensuring customer satisfaction.Key...
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Client Service Representative
4 weeks ago
Dallas, Texas, United States BankTalent HQ Full timeClient Service Associate (Teller) Job DescriptionAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional customer service to our clients and customers. We're seeking a Client Service Associate (Teller) to join our team at our Northwest Plaza banking center in Dallas, TX.Key Responsibilities:Provide top-notch...
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Client Service Representative
2 months ago
Dallas, Texas, United States CityVet Full timeJob SummaryAt CityVet, we are seeking a highly skilled and compassionate Client Service Specialist to join our team. As the primary point of contact for clients, you will be responsible for ensuring a positive and welcoming experience for all visitors to our clinics.Key ResponsibilitiesManage appointment check-ins, book new appointments, and coordinate with...
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Client Service Representative
4 weeks ago
Dallas, Texas, United States BOK Financial Full timeJob Title: Client Service SpecialistJob Summary: We are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional client service, maintaining accurate records, and ensuring seamless day-to-day operations.Key...
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Client Development Representative
3 weeks ago
Dallas, Texas, United States Rad & Associates PLLC Full timeJob DescriptionWe are seeking a highly skilled Client Development Representative to join our team at Rad & Associates PLLC. As a Client Development Representative, you will be responsible for answering all incoming calls, responding to customer inquiries, and directing calls to the appropriate personnel. You will also be responsible for verifying information...
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Client Services Liaison
2 weeks ago
Dallas, Texas, United States 2Bros Services Full timeWe are seeking a skilled Client Services Liaison to oversee day-to-day relations with our clients at 2Bros Services. This role involves collecting information on how to best serve clients, reporting directly to senior management, and working closely with different teams, vendors, and customers.To be successful in this role, you must have superb...
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Client Service Representative
3 weeks ago
Dallas, Texas, United States Goodson Acura Full timeJob SummaryWe are seeking a highly organized and personable Client Care Coordinator to join our team at Goodson Acura. As a key member of our customer service team, you will be responsible for ensuring a seamless and enjoyable experience for our clients.Key Responsibilities:Interact with clients in a timely, courteous, and professional mannerEnsure all...
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Client Development Representative
1 month ago
Dallas, Texas, United States Supplemental Health Care Corporate Full timeJob Title: Client Development RepresentativeSupplemental Health Care Corporate is seeking a highly motivated and results-driven Client Development Representative to join our team. As a Client Development Representative, you will play a crucial role in driving the growth of our staffing business by identifying new opportunities, presenting solutions, and...
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Insurance Customer Service Representative
3 weeks ago
Dallas, Texas, United States InsureOne Insurance Services America LLC Full timeAbout Us:InsureOne Insurance Services America LLC is a leading insurance agency with a strong presence in the US. Our team of experienced professionals is dedicated to providing exceptional service to our clients. We take pride in crafting a personalized experience for each client, ensuring their unique needs are met with quality service, rates, and coverage...
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Client Services Liaison
1 month ago
Dallas, Texas, United States Summit Financial Group, Inc. Full time{"title": "Client Services Representative", "summary": "At Summit Financial Group, Inc., we are seeking a highly skilled Client Services Representative to join our Commercial Risk Management Division. This role requires exceptional support to Account Managers and effective interaction with clients to provide information and resolve complaints. The ideal...
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Client Services Liaison
1 month ago
Dallas, Texas, United States Allied Stone, Inc. Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our team at Allied Stone, Inc. This role is responsible for delivering exceptional service to our clients post-installation, ensuring a positive and professional client service experience.Key ResponsibilitiesManage client inquiries via phone, email, online, or in-personDirect...
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Client Experience Representative
4 weeks ago
Dallas, Texas, United States TBK Bank, SSB Full timeJob SummaryWe are seeking a highly skilled Client Experience Representative to join our team at TBK Bank, SSB. As a key member of our operations center, you will be responsible for delivering exceptional customer service to our transportation factoring and payment platform clients.Key ResponsibilitiesProvide primary phone, email, and chat support for company...
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Bilingual Client Service Representative
3 weeks ago
Dallas, Texas, United States Heard & Smith, LLP Full timeJob Title: Bilingual Client Service SpecialistHeard & Smith, LLP is seeking a highly motivated and detail-oriented Bilingual Client Service Specialist to join our team. As a key member of our Legal Assistant Department, you will play a vital role in providing exceptional customer service to our clients.Job Summary:We are looking for a skilled and bilingual...
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Bilingual Client Service Representative
3 weeks ago
Dallas, Texas, United States Heard & Smith Full timeJob Title: Bilingual Client Service SpecialistWe are seeking a highly motivated and detail-oriented Bilingual Client Service Specialist to join our team at Heard & Smith, LLP. As a key member of our Legal Assistant Department, you will play a critical role in providing exceptional customer service to our clients.Key Responsibilities:Provide timely and...
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Bilingual Client Service Representative
3 weeks ago
Dallas, Texas, United States Heard & Smith, LLP Full timeJob Title: Bilingual Client Service SpecialistHeard & Smith, LLP is seeking a highly motivated and customer-focused Bilingual Client Service Specialist to join our team. As a key member of our Legal Assistant Department, you will play a vital role in providing exceptional support to our clients throughout the claims process.Job Summary:We are looking for a...