Client Support Specialist
Company: Western and Southern Financial Group
Location: Elyria
Posted on: May 13, 2022
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Job Description:
Overview :
Provides professional and courteous service to internal and
external clients. - Processes daily accounting transactions,
maintains and balances the field office bank account and cashbook.
- Monitors and audits open items for proper placement and balances
monthly bank statements. Accepts and processes premium payments
from internal and external clients. - Assists in conservation
efforts by contacting policyholders while following identified
privacy guidelines. - Completes appropriate policy transactions and
thoroughly reviews and validates output to ensure accuracy.
Provides courteous, professional and timely responses to internal
and external client inquiries. Ensures processing techniques are
compliant with processing guidelines. - Provides recruiting and
marketing support, by maintaining materials, compiling data, and
submitting sources for candidate recruiting and leads
opportunities. - Partners with Agency and Sales Management teams to
support the overall goals of the office.
Responsibilities:
Provides professional and courteous service to internal and
external clients. - Processes payments and policy transactions on
administrative systems. - Resolves inquiries received via
telephone, written correspondence or walk-in office visits. -
Collaborates with various departments as needed and escalates to
management when necessary.
Champions proactive client retention processes by identifying
client's suggestions for improvement and making recommendations to
management. - Facilitates the conservation program by contacting
the client for payment options and partnering with sales associates
and management to conserve policies.
Supports the Agency by identifying marketing and recruiting event
opportunities. - Identifies cross-selling opportunities and submits
potential sales leads during client interactions and within natural
markets utilizing tailored approaches. -
Works closely with Operations and Support Supervisor to support the
needs of other offices within the Agency, plans ahead to
accommodate changes in workload while minimizing the risk of impact
to service levels, goals or objectives.
Prepares and delivers daily bank deposits and balances office
cashbook and bank account accurately and by following identified
guidelines.
Fosters a culture within the Agency that promotes open
communication, integrity, professionalism, teamwork and a sense of
urgency.
Maintains thorough product and procedural knowledge.
Performs other duties as assigned by management.
Qualifications:
Possess excellent verbal and written communication skills with the
ability to successfully interpret and communicate business needs
between field and home office in a clear and concise manner. - Will
be expected to provide examples of written work such as
correspondence, reports, etc.
Demonstrated experience in customer service, identifying client
problems/issues, providing and initiating effective solutions. -
Effectively articulating information to clients in an empathetic
and understanding manner to resolve customer concerns/inquiry.
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Demonstrated experience maintaining a calm and professional
demeanor when handling demanding situations.
Proven experience coordinating multiple assignments and completing
assigned tasks accurately and on a timely basis. - Expected to cite
examples of organization skills and methods used to manage or
prioritize workload demands.
Possesses and displays a strong attention to detail.
Demonstrated ability to effectively interact and communicate with
all stakeholders.
Must provide examples from work experience demonstrating
flexibility to meet department and customer needs.
Educational Requirements
Some college preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing, spreadsheet and database
applications.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Series 6 or equivalent, preferred but not required.
Position Demands
Extended hours required during peak workloads or special
projects.
Willingness to travel as needed and occasionally to areas outside
the territory normally assigned.
Keywords: Western and Southern Financial Group, Elyria , Client Support Specialist, Other , Elyria, Ohio
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