Our Sugarland, TX client is seeking a Customer Service Representative/ Client Account Specialist.
The Client Account Specialist will focus on high-level customer service both internally and externally. The position supports producers in a variety of tasks and requires the ability to handle multiple job functions simultaneously. The Client Account Specialist is expected to take initiative in order to service the customer in the best possible manner, provide general administrative services to ensure policy compliance and facilitate processing of essential policy related documents.
Responsibilities:
Manage workflow between producers, clients and various Credit Insurance Carriers and produce necessary documentation with a focus on organization and prompt response.
Provide high level customer service to internal and external clients by processing new and renewal applications quickly and efficiently. Train clients as necessary with regards to reporting requirements, on line systems available from their carrier and other policy related requirements. Facilitate responses from carriers and producers as needed to provide answers to compliance related questions. As necessary, tactfully notify clients of payments due to carriers and company.
Input requests the same day received. Search for customer history, contact banks for references and contact the insured as required for additional information necessary to expedite the processing of the requests, as needed.
Provide excellent External Client Service by answering inbound calls utilizing a customer service orientation and to assist in all areas of customer service to ensure policy compliance. Additionally, reach out to customers via phone calls on a regular basis to ensure relationships are both maintained and nurtured. This position also requires an individual who desires to periodically visit clients with producer to establish, maintain and nurture the relationship with client.
Provide Internal Client Service by working jointly with his/her assigned agents to develop a team approach for achieving the gross written revenue objectives; orchestrate mailings to prospective credit insurance prospects; and developing or filtering prospect pools for the agents.
Utilize with proficiency Microsoft Office Suite of programs and multiple internal IT systems and multiple carrier systems to maintain accurate, consistent, up to date files. Purge outdated information on a continual basis.
Annually, as part of the company’s ongoing process improvement goals, identify, initiate, develop, coordinate and lead a process improvement initiative that will make a direct and positive impact on the efficiency of the CAS group and/or the company.
Some minor travel required for client visits and corporate events, less than 10%
Requirements:
Minimum 2 years experience in a customer service focused environment.
College degree desired, but not required.
Highly computer literate and proficient in the Microsoft Office Suite of Products. Proven ability to manage multiple work functions in high volume settings.
Is able to use logic to solve difficult problems with effective solutions; probes all fruitful sources for answers; is analytical, looks beyond the obvious and does not stop at the first answers.
Incorporates technical knowledge with business requirements in assessing project scope and requirements while remaining sensitive to deadlines. Picks up on technical things quickly; can adapt to change and enjoys learning a new industry.
Relates well to all kinds of people inside and outside the organization; builds appropriate rapport and constructive relationships; uses diplomacy and tact; can diffuse high-tension situations comfortably. Excellent oral and written communication skills.
Demonstrates a high degree of courtesy, efficiency and professionalism when communicating with colleagues, internal and external customers. Must have a flexible approach to situations and be willing and able to adapt as processes and systems change. Tailors communication to non-technical associates to ensure a clear understanding of project updates and modifications.
Please visit us on the web at www.frontlinesourcegroup.com
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Equal Opportunity Employer, M/F/V/D. Candidates must have authorization to work in the U.S. Clients will not sponsor visas.
Frontline Source Group™ is one of the fastest growing Information Technology, Accounting, Legal, Human Resources, Administrative, and Clerical staffing and direct hire firms with offices throughout Texas, Tennessee, and Arizona, with locations in: Austin, Dallas, Fort Worth, Plano, Houston, Sugar Land, and The Woodlands.
Frontline specializes in matching top talent with companies for direct, contract, and contract-to-hire placements. We work with clients and candidates in all areas of the United States and Canada.