Client Service Representative

22 hours ago

Ames, Iowa, United States Marshall & Sterling Inc Full time
Job Summary

Marshall & Sterling Inc is seeking a highly skilled Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional service to our clients by fulfilling major responsibilities as listed below.

Key Responsibilities
  • Client Service: Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides.
  • Policy Review: Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager.
  • Underwriting: Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent.
  • Application Processing: Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons for the companies we represent.
  • Account Management: Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures.
  • Cancellation Requests: Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM and SE and assist in regaining account.
  • Follow-up: Timely follow up on company and client suspense and diaries.
  • Account Rounding: Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals.
  • Referrals: Seek referrals from client base for new prospects and follow up to generate new business.
  • Industry Knowledge: Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies.
  • Client Communication: Communicate with clients on a regular basis to thank them for their business.
  • Issue Resolution: Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Transaction Processing: Process transactions carefully paying attention to detail in a timely manner.
  • Claims Processing: Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary.
  • Financial Duties: Perform financial duties as directed by management.
Requirements
  • Education: College degree preferred, high school diploma or equivalent required.
  • Experience: Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
  • Technical Skills: Experience and knowledge of Microsoft Office programs. Experience with Vertafore a plus.
  • Soft Skills: Proven ability to exceed expectations. Appropriate state insurance licenses and continuing education required. Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner. Demonstrated ability to communicate effectively. High level of organizational ability with attention to detail.

  • Client Services Associate

    2 weeks ago

    Ames, Iowa, United States Greater Iowa Credit Union Full time

    Position Overview:We are in search of a dedicated Member Service Representative to join our team. This role is essential in delivering exceptional service to our members while adhering to all regulatory requirements.Key Responsibilities:Assist members throughout the loan application journey, ensuring a thorough understanding of their financial needs.Conduct...

  • Customer Service Representative

    4 days ago

    Ames, Iowa, United States Panera Bread Full time

    About Panera BreadWe are a casual dining restaurant chain that offers a warm and welcoming environment for our customers and employees alike. Our employees are the backbone of our business, and we strive to create a positive and inclusive work culture.Job SummaryWe are seeking a Customer Service Representative to join our team. As a Customer Service...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    We are seeking a friendly and professional Guest Services Representative to provide outstanding service to all visitors at Staybridge Inn and Suites. Your role will involve greeting guests, managing their reservations, distributing room keys, and addressing any inquiries to ensure a pleasant experience during their stay. The ideal candidate possesses...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    We are seeking a friendly and professional Guest Services Representative to provide outstanding service to every visitor at Staybridge Inn and Suites. Your role will involve greeting guests, managing their reservations, distributing room keys, and addressing any inquiries to ensure a pleasant experience during their stay. The ideal candidate possesses...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    We are seeking a dedicated and courteous hotel front desk representative to provide outstanding service to our guests at Staybridge Inn and Suites. Your role will involve greeting guests, managing their details, issuing room keys, and addressing any inquiries to ensure a pleasant experience during their stay. The ideal candidate will possess excellent...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    Position OverviewWe are seeking a friendly and professional Guest Services Representative to provide outstanding service to our guests at Staybridge Inn and Suites. The successful candidate will be responsible for welcoming guests, managing their reservations, distributing room keys, and addressing any inquiries to ensure a pleasant stay.Key...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    We are seeking a friendly and professional Guest Services Representative to provide an outstanding experience for all visitors at Staybridge Inn and Suites. Your role will involve greeting guests, managing their information, issuing keys and room assignments, and addressing any general inquiries to ensure a pleasant stay. The ideal candidate possesses...

  • Guest Services Representative

    2 weeks ago

    Ames, Iowa, United States Staybridge Inn and Suites Full time

    Job OverviewWe are seeking a dedicated and friendly Hotel Front Desk Clerk to provide outstanding service to our guests at Staybridge Inn and Suites. Your role will involve greeting guests, managing their reservations, and addressing inquiries to ensure a memorable stay.Key ResponsibilitiesHandle guest complaints and resolve issues effectively.Manage...

  • Client Intake Coordinator

    2 weeks ago

    Ames, Iowa, United States Community & Family Resources Full time

    Are you a personable and detail-oriented individual who excels in a dynamic setting? If this resonates with you, we have an exciting opportunity at Community and Family Resources, where we assist clients in need of support for various behavioral health issues. As the first point of contact, our front desk personnel play a crucial role in shaping the client...

  • Customer Service Representative I

    4 days ago

    Ames, Iowa, United States Bank Northwest Full time

    Job SummaryBank Northwest is seeking a highly skilled and customer-focused Customer Service Representative I to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and promoting our products and services.Key Responsibilities:Provide prompt, efficient, and...

  • Client Relations Associate

    2 weeks ago

    Ames, Iowa, United States Bank Northwest Full time

    Customer Service Representative IJob Category: Customer Service/TellerJob DetailsOverviewAs a Customer Service Representative I, you will play a vital role in ensuring customer satisfaction through effective transaction processing and relationship building.Key ResponsibilitiesAccurately and professionally handle customer transactions, providing prompt and...

  • Business Development Representative

    1 hour ago

    Ames, Iowa, United States Gpac Full time

    About the Role:This esteemed commercial restoration company is seeking a highly motivated and proactive Business Development Representative to join their team. As a key member of the organization, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue...

  • Traveling Diagnostic Imaging Specialist

    6 days ago

    Ames, Iowa, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled Traveling Diagnostic Imaging Specialist to join our team at HealthEcareers - Client. As a key member of our diagnostic imaging department, you will be responsible for providing high-quality ultrasound services to patients in a fast-paced hospital setting.Key ResponsibilitiesPerform ultrasound examinations on patients,...

  • Client Financial Consultant

    2 weeks ago

    Ames, Iowa, United States McFarland Clinic Full time

    Client Financial ConsultantMcFarland Clinic is in search of a Client Financial Consultant to join our dedicated team. The successful candidate will be focused on service excellence, demonstrate teamwork, and deliver outstanding support to our clients consistently.Facilitating clients in addressing outstanding account balances through direct interaction or...

  • Client Operations Coordinator

    2 weeks ago

    Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is in search of a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data solutions deliver exceptional value to our enterprise clients, offering insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and enhancing farmer...

  • Business Development Representative

    1 week ago

    Ames, Iowa, United States Gpac Full time

    About the Role:Gpac is seeking a highly motivated and proactive Business Development Representative to join our team in the restoration industry. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving sales growth.Key Responsibilities:Develop and execute a...

  • Client Operations Coordinator

    2 weeks ago

    Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is on the lookout for a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data products deliver exceptional value to our enterprise clients, providing insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and enhancing farmer...

  • Client Relations Associate

    1 week ago

    Ames, Iowa, United States Bank Northwest Full time

    Customer Service Representative IJob Category: Customer Service/TellerJob DetailsDescriptionKey Responsibilities:Accurately and professionally handle customer transactions, ensuring prompt and courteous service.Build and nurture customer relationships to effectively communicate product knowledge and services, leading to successful product delivery or...

  • Client Operations Coordinator

    2 weeks ago

    Ames, Iowa, United States Trace Genomics Full time

    Job OverviewTrace Genomics is on the lookout for a Customer Operations Specialist to enhance our expanding team. Our innovative aggregated soil data products deliver exceptional value to our enterprise clients, providing insights that empower them to make informed decisions regarding product targeting, sustainability objectives, and ultimately, enhancing...

  • Customer Service Representative

    1 week ago

    Ames, Iowa, United States Kum & Go, LC Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Store Associate at Kum & Go, LC. As a key member of our store team, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and supporting the sales and customer service efforts of our team.Key...