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Client Solutions Associate
12 hours ago
How will this role impact First Command? The Client Service Center (CSC) is the primary support hub for First Command's clients and field partners, fostering a strong culture of client-focused service and unwavering ethical standards. The Client Solutions Associate role is essential for providing comprehensive support to our clients, employees, and field partners, primarily through responding to inbound calls related to insurance products and First Command's web portal. The Purpose of this Role This position acts as a subject matter expert on insurance products and related documentation, necessitating a solid understanding of operational functions alongside regulatory rules and requirements. The Associate assists clients and advisors with navigating First Command's web portal and addresses inquiries concerning account servicing and product knowledge. A consultative approach is crucial to ensure advisor and client requests are met while adhering to industry regulations, and First Command's policies and procedures. The Associate will also participate in various divisional projects that may include report monitoring, relationship development, training, documentation, and process enhancement. What will the employee do in this role? Show a strong passion for client interactions and a commitment to providing exceptional service. Exhibit integrity and uphold high ethical standards in all interactions. Effectively manage competing priorities in a dynamic work environment. Demonstrate excellent customer service skills, including conflict resolution and situation management. Possess specific knowledge regarding insurance products and relevant documentation. Collaborate effectively within cross-functional teams to support clients and resolve issues. Utilize strong interpersonal, communication, and time management skills. Apply analytical and problem-solving skills to assist clients efficiently. The Value you Provide Support clients and advisors with navigation and updates on the web portal. Provide assistance with inquiries regarding insurance products. Educate employees, clients, and field partners on insurance forms, policies, and procedures. Act as a liaison between clients, advisors, and business partners to resolve issues. Collaborate with Quality Management (QM) to address client concerns, including direct communication with clients to clarify situations and working with support teams to find resolutions. Perform thorough problem-solving to ascertain clients' situations and determine the best course of action. Follow up with clients as needed to provide updates and complete service requests. Document all interactions with clients and advisors meticulously. What skills & qualifications do you need? Education Bachelor's degree or equivalent work experience preferred. Work Experience 1+ years of experience in the brokerage or insurance industry or equivalent experience preferred. 1+ years of experience in a contact center preferred. Certifications Life & Health Insurance License required and must be obtained within 180 days from the licensing start date. #LI-NC1 #LI-Hybrid
