Client Services Representative

• Oversee every aspect of the client experience from initial project setup through ongoing monitoring and monthly invoicing
• Participate in initial project team that creates and implements new accounts
• Day-to-day communication and interaction critical to monitoring and oversight of a client’s services
• Accurate and timely processing of monthly invoices
• Support customers directly and engage technical resources to assist with technical/complex issues
• Manage overall client relationship and build strong rapport with client teams
• Introduce initiatives and solutions that grow client revenue and profit
• Provide governance for contract adherence and set expectations
• Oversee implementation of projects through closure and ensure client receives appropriate communication
• Serve as client advocate within the company and company advocate to client
• Interpret and understand KPIs, contracts, and SLAs
• Address customer support issues to exceed customer expectations and drive satisfaction
• Work collaboratively across all departments and instill strong business ethics and sense of urgency
• Analyze market research, white papers and data to provide insights and apply industry best practices where appropriate

Client Service Manager

Client Service Specialist

Client Care Specialist

Insurance Marketing Associate, Private Client Services – Personal Lines Insurance

Director of Client Service

Associate, Private Client Services