Client Services Representative

• Lead, manage, and mentor the client services team to achieve performance goals and ensure professional development.
• Develop and implement client service protocols and best practices to enhance client experiences.
• Serve as a senior point of contact for escalated client issues and complex inquiries, ensuring timely resolution.
• Collaborate with sales, operations, and product teams to align client services strategies with company objectives.
• Analyze client feedback and service metrics to identify areas for improvement and implement action plans.
• Drive process improvements to increase efficiency and effectiveness within the client services department.
• Report on team performance, client satisfaction, and service KPIs to senior management.

Client Services Lead

• Serve as a primary point of contact for client communication and support
• Build and maintain strong client relationships through proactive engagement and follow-up
• Support onboarding, account management, and ongoing client success initiatives
• Coordinate internally with cross-functional teams to ensure seamless service delivery
• Maintain accurate client records, workflows, and project updates across company platforms
• Assist with outreach, scheduling, reporting, and operational tasks as needed
• Utilize automation and workflow tools to improve efficiency and scalability
• Quickly learn and adapt to new systems, software, and emerging technologies
• Identify opportunities to improve client experience and internal processes

Client Service Associate

• Deliver dynamic customer service by answering incoming calls timeously
• Resolve customer queries
• Upsell other indirect Insurance products on offer
• Offer financial advice to the customer
• Handle retentions

See all jobs on JobTailor

Client Services Lead

Client Service Associate

Personal Lines Client Service & Retentions – Short Term Insurance