Digital Marketing

Freelance
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Job# 32548 BH# 372676
Contact# 5560961

Client Services Administrator

Client Overview: 

Our client is a renowned firm presenting unparalleled financial solutions every day. Their modern, innovative, and dynamic approach distinguishes them as leaders in the industry.

Position Overview:

As the Client Services Administrator, you would be responsible for overseeing client service and account issues, such as claims, billing, beneficiary change, and policy inquiries.

Responsibilities:

• Lead client support for all service and account issues, such as claims, billing, beneficiary change, and policy inquiries

• Obtain quotes, order exams, service client accounts, monitor application status, and resolve client issues
• Manage all aspects of new business, including creating proposals, preparing policies for delivery, and communicating with the client
• Oversee open cases through completion and follow-up in partnership with the underwriting team and clients 
• Maintain CRM database, schedule appointments, prepare for client meetings, and manage policy information 

Key Qualifications:

• Bachelor’s or associate’s degree
• 3+ years’ customer service and/or administrative experience in a highly service-oriented, fast-paced organization; financial services or insurance environment preferred 
• Ability to establish ongoing relationships with clients and vendors
• Proficient with Customer Relations Software CRM and Microsoft Office Suite