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About the role
Key responsibilities & impact- Personally manage a focused portfolio of customer relationships, leveraging a large network of cross-functional colleagues, and acting as a subject matter expert to the client.
- Responsible for exercising broad judgement to own and manage the issue resolution process for clients and their policyholders from initial contact.
- Influences internal & external partners by listening to their concerns, researching the issue and identifying potential solutions in a timely manner.
- Builds strong client relationships by remaining responsive and accessible.
- Communicates effectively and proactively with clients, policyholders and internal partners to keep them informed regarding critical issues and proposed resolutions.
- Executes business processes and generates or requests reports as needed by the client.
- Documents all client/customer interactions in Salesforce and uses this information to identify service gaps and trends by client.
- Conducts root cause analysis and collaborates with internal partners to refine processes, scripting and systems to create an enhanced client experience.
- Ensure ongoing customer satisfaction and loyalty while also enhancing profitability.
Requirements
What you’ll need- Bachelor's Degree or equivalent experience
- 4-6 years Customer Service or related field
- Client service and relationship focus (High proficiency)
- Strong written and verbal communication skills (High proficiency)
- Ability to maintain effective interpersonal relationships and work cross functionally across internal and external teams (High proficiency)
- Self-starter with a strong work ethic and ability to multitask (High proficiency)
- Develop a strong knowledge of internal resources and a clear understanding of when to utilize them (High proficiency)
- Ability to recognize, analyze, and solve a variety of problems (High proficiency)
- Proficiency in Microsoft products such as Word, Excel and PowerPoint (Medium proficiency)
- Proficiency in Salesforce (Low proficiency)
Benefits
Comp & perks- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
root cause analysisissue resolutionproblem solvingcustomer service
Soft Skills
client service focusrelationship managementwritten communicationverbal communicationinterpersonal skillsmultitaskingself-starterwork ethic
Certifications
Bachelor's Degree
