Greene Resources
Location
Albany, NY | United States
Job description
Job Number: 46929
Client Service Specialist
Job Description:
Our client is seeking a Client Service Specialist to join their team. The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness. This position is based out of Troy, NY.
Responsibilities:
Assists with communications, follow-up and distribution of applications to carriers
Collects missing information from groups and sends approval letters to clients
Completes and/or coordinates quotes and proposals for all new and renewal business
Updates census, policy information and commissions for all accounts and policies
Assists with renewals and new business applications
Attaches applications to appropriate client file in Microsoft CRM
Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials
Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow
Education Requirements:
Bachelors Degree, preferred
Desired Background/Skills:
2+ years applicable job experience, preferred
Proficient with Microsoft Office products, required
Prior experience in broker agency or benefit administration firm, preferred
Familiarity with insurance carrier websites, preferred
Proven track record in customer service; preferred
Familiarity with database applications, a plus
Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible and disciplined
Ability to work independently as well as in team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in fast-paced production environment
Qualifications:
Other Information:
Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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