Client Services Representative

• Serve as the designated contact for assigned clients, managing and resolving service inquiries with professionalism and urgency
• Build and maintain strong relationships with client representatives, producers, and brokers
• Focus on customer experience to deliver the best experience for our customers
• Demonstrated ability to deliver accurate, dependable, and trustworthy service to our customers
• Deliver consistent, high-quality service by adhering to established processes and industry standards
• Analyze service trends to identify root causes and recommend proactive solutions
• Collaborate cross-functionally to address process gaps and enhance the overall service experience
• Provide consultative support for process improvement initiatives
• Act as a positive change agent, fostering a culture of continuous improvement and customer-centricity
• Manage multiple priorities effectively in a fast-paced, evolving environment

Senior Client Services Specialist

Associate Director, Client Services

Client Services Manager

AVP, Client Services – Valuations

Client Service Representative