Client Contact Representative

Company: Baldwin Risk Partners
Location: Keller
Posted on: March 16, 2023

Job Description:

The Client Contact Representative serves clients by providing product and service expertise to client requests or concerns to help maintain a high client retention level. The Client Contact Representative will be responsible for managing multiple modes of communication in a timely manner which include incoming calls, emails, and website requests. This position will require a comprehensive understanding of our customer service policies and know when issues need to be escalated to management for resolution. All interactions require a high level of professionalism to uphold the firm's positive reputation.POSITION SUMMARY:The Client Contact Representative serves clients by providing product and service expertise to client requests or concerns to help maintain a high client retention level. The Client Contact Representative will be responsible for managing multiple modes of communication in a timely manner which include incoming calls, emails, and website requests. This position will require a comprehensive understanding of our customer service policies and know when issues need to be escalated to management for resolution. All interactions require a high level of professionalism to uphold the firm's positive reputation.PRIMARY RESPONSIBILITIES:Maintains a concern for timeliness and completeness when interacting with clients, brokers or insurance company partners to create a positive experience.Documents all activity in on-line client file to ensure quality and responsiveness.Personally, provides prompt, efficient, high-quality service to all client.Resolves product or service problems by clarifying the customer's complaint and recommending the best solution to solve the problem.Attracts potential customers by answering product and service questions. Makes suggestions about other products and services based on client needs.Maintains a quality result by following established procedures and making recommendation for changes.Open, cancels and updates client policy information based on requests receivedEDUCATION AND EXPERIENCE REQUIREMENTS:Experience: 2 years in a client contact center preferredCertification(s): None required; None preferredLicense(s): None required; None preferredKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:The ability to learn insurance products and grow in product knowledge.The ability to apply knowledge and experience to explain products and/or policy to members in clear and relatable terms. Bilingual in English and Spanish preferred.Capable of multi-tasking and prioritizing workloads while adhering to deadlines.The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.Demonstrates the organization's core values, exuding behavior that is aligned with the firm's cultureTECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Ability to learn any other appropriate program or software system used by the firm as necessary#LI-MF1#LI-HybridClick here for some insight into our culture!

Keywords: Baldwin Risk Partners, Keller , Client Contact Representative, Other , Keller, Texas