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Client Support Specialist

2 months ago

Denver, Colorado, United States Homesite Full time

Position Overview:

In this experienced-level position, you will report directly to the Customer Service Manager. As the primary point of contact for Homesite customers, including advisors and clients, you will address service inquiries, requests, and account-related information. Your role will involve direct communication with customers to investigate questions, initiate issue resolution cases, and tackle complex problems over the phone.

Key Responsibilities:

  • Gather and document all pertinent information to ensure swift resolution of customer inquiries.
  • Develop a comprehensive understanding of procedures to educate clients and advisors on newly implemented services, promoting efficient self-service.
  • Act as a vital resource for customers regarding company policies and product systems, troubleshooting basic usability issues.
  • Refer more intricate issues to the appropriate service partners for further assistance.

Essential Skills and Qualifications:

  • Proven experience in delivering customer-centric solutions or support.
  • Strong written and verbal communication abilities.
  • Capability to manage multiple priorities in a dynamic environment.
  • Proficient in troubleshooting and resolving customer issues.

Travel and Physical Requirements:

  • Willingness to travel up to 10% of the time.
  • Primarily involves sitting or standing during work hours.

Licensing Requirements:

Employees are expected to obtain their state's Property & Casualty Insurance license within a year, with training and support provided.

Compensation and Benefits:

We offer a competitive compensation package, including comprehensive medical, dental, and vision benefits, a 401(k) plan, a pension scheme, paid holidays, and a generous paid time off program. Additional benefits include a student loan repayment program and paid family leave.

Equal Opportunity Employment:

We are committed to fostering an inclusive workplace and comply with all applicable laws regarding non-discrimination and equal opportunity.