Client Services Specialist Job Description Template
Our company is looking for a Client Services Specialist to join our team.
Responsibilities:
- Using multiple applications and systems to meet customer needs;
- Verbal and written communications with prospective or existing customers regarding financial matters;
- Makes service calls to referral sources to offer available personnel and to prospects to gather information regarding client needs;
- Supports branch recruitment efforts to include interviewing, hiring and orienting field staff;
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature;
- Other duties as assigned;
- Provides fund values and answers other product-related questions and/or questions related to insurance, annuity and investment advisory services;
- Assists Financial Representatives in the preparation and follow up for the client/member meetings;
- Performs routine administrative duties such as maintaining product prospectus and annual/semi-annual reports;
- Create a GLAMOUR Experience for every customer;
- Utilizes soft skills and troubleshooting skills to resolve client issues and questions;
- Provides customer training as needed for on-boarding of new customers or refresher for existing customers;
- You are expected to verify composition or perform copy prep, as needed for order processing purposes;
- Develops and maintains relationships with customers, deliver excellent customer service and manage customer expectations appropriately;
- Prioritizes and escalates support incidents and requests based on business impact and documented guidelines.
Requirements:
- Strong customer service skills with ability to develop strong relationships;
- Requires excellent verbal communication and writing skills;
- Ability to manage multiple tasks simultaneously;
- Bachelor’s degree strongly preferred;
- At least one year of experience in home health care, with commercial insurance and private pay experience preferred;
- Planning and Organizing;
- At least one year of training or experience in a service related industry;
- Self-managed and motivated;
- Flexible and adaptable;
- Ability to maintain integrity of sensitive/confidential information;
- Communication;
- Interpersonal skills;
- Two or more years of college required;
- You are expected to verify composition or perform copy prep, as needed for order processing purposes;
- Two or more year s of customer service experience with an emphasis on building customer r e lationships and providing excellent customer s ervi c e.