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Client Support Specialist

2 months ago

Canal Winchester, Ohio, United States Greear And Associates Full time

At Greear And Associates, we are experiencing significant growth and are in search of a dedicated individual to integrate into our dynamic team. The role available is full-time. Our Customer Service Representative is expected to surpass customer service expectations for existing clients while also supporting potential clients as they reach out.


No previous experience is required; a P&C License is preferred.

To apply for this role, please complete the application form and undertake the assessment.

Benefits

Paid Time Off (PTO)

Monday to Friday Schedule

Retirement Savings Plan

Opportunities for Career Advancement

Comprehensive Training Provided


Key Responsibilities
  • Manage customer policy modification requests.
  • Confirm contact details such as phone numbers, addresses, and email addresses during each customer interaction and update records accordingly.
  • Respond to incoming calls promptly.
  • Coordinate appointments for sales representatives to engage with prospective clients.
  • Address all inquiries, cancellation requests, and sales inquiries within a designated timeframe.

Qualifications
  • Exhibit a positive, enthusiastic, and proactive demeanor.
  • Ability to manage multiple tasks, ensuring follow-through and follow-up.
  • Exceptional Customer Service Skills.
  • Goal-oriented and driven individual.
  • Capable of handling challenging and stressful situations with tact.