Business Insurance Client Service Advisor
Marsh McLennan
Senior Client Services Specialist
City National Bank of Florida
full-time
Posted on:
Location Type: Hybrid
Location: Miami • Florida • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Accountable for ensuring client retention and satisfaction by efficiently addressing all service requests and inquiries.
- Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements.
- Independently handles loan servicing requests, including advances, pay-downs, statement and bill copies, billing issues, insurance, escrows, flood insurance, and related items, ensuring accurate and timely processing.
- Manages the onboarding of new clients by opening and processing all types of accounts, products, and services.
- Serves as the primary point of contact for client servicing, maintaining comprehensive knowledge of the relationship.
- Manages Domestic & International Wire Transfers, Internal Transfers, Stop Payments, Cashier’s Checks, Debit Cards, in line with CNB P&P.
- Responsible for ensuring Regulatory Excellence: Decision Making or collecting proper approvals and entering decisions on overdrafts in EIM.
- Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles, performing list checks, OFAC & Google searches.
- Ensures compliance with regulatory requirements including completion of KYCs/EDDs when onboarding clients.
Requirements
- 5-7 years of experience in client service, with a preference for roles within the financial services industry.
- Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment.
- In-depth expertise in banking products and services, specializing in loan servicing, depository, and treasury management products.
- Ability to work independently and efficiently in a high-pressure environment, while ensuring client satisfaction through effective task management.
- Proficient in utilizing loan/depository systems and banking software for processing transactions, managing client accounts, and resolving system issues.
- Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating effectively through office applications.
- Advanced verbal and written communication skills, with the ability to convey complex banking concepts to clients and colleagues in a clear and professional manner.
- Strong attention to detail, with a demonstrated ability to manage multiple tasks simultaneously, ensuring high standards of quality and accuracy.
- Advanced interpersonal skills, phone etiquette, and customer service capabilities, with experience in managing client relationships and professionally addressing inquiries.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan servicingdepository productstreasury management productsKYCEDDaccount processingtransaction processingdata analysisreport generationcompliance
Soft skills
client serviceproblem resolutiontask managementcommunicationattention to detailinterpersonal skillscustomer serviceindependent worktime managementprofessionalism
