Senior Client Support Associate
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Job Description
Senior Client Support Associate managing client inquiries and policy-related matters. Collaborating with internal teams and staying informed on industry trends for enhanced service.
Responsibilities:
- Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services
- Guides clients through policy-related matters, explaining coverage details, terms, and conditions, and assists with policy adjustments or updates
- Communicates regarding policy renewals, providing information on renewal options, premiums, and any changes in coverage
- Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems
- Identifies opportunities for cross-selling or upselling additional insurance products or services based on client needs and preferences
- Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage
- Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience
- Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries
- Collaborates with underwriting and claims teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and claims processes
- Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients
Requirements:
- Bachelor’s degree required, Business Administration, Customer Service, Business Operations preferred
- 2+ years of work experience in Insurance Industry or Customer Service is preferred
- Preferred: Certified Insurance Service Representative (CISR) is a plus
- Knowledge Of Insurance Industry
- Insurance Regulatory Compliance
- Bug/Issue Analysis
- Customer Engagement, Consulting, and Support
- Claims Case Management
- Claims Handling
- Claims Policies and Procedures
- Claims Resolution
- Microsoft Office
- Data Entry
Benefits:
- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services and more
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