Client Services Representative

• Set the tone for the practice as we build and maintain each customer's trust and confidence.
• Responsible for pivoting around which the hospital operates.
• Handle customer inquiries and provide exceptional service.
• Perform tasks related to customer interaction, payments and service recommendations.

Client Service Representative

• Review and analyze documents, claim forms, supporting materials, and contract-related information
• Respond to complex inquiries from customers and clients
• Follow standard protocols, procedures, and instructions from Project Managers and Supervisors
• Apply feedback quickly and accurately to meet project expectations
• Work collaboratively with internal teams, project managers, supervisors, and business partners
• Monitor claims and correspondence work to ensure procedures are followed and project goals are met
• Assist supervisors and project managers in resolving issues that arise
• Identify errors, monitor the overall health of the case, and help create solutions
• Support quality assurance, deadlines, deliverables, and client-focused project outcomes

Client Services Project Lawyer

• Lead/assist in processing of daily transactions for all cash programs
• Monitor money movements
• Answer any/all investor inquiries expeditiously and accurately
• Coordinate with Sales and the custodian during the client on-boarding process
• Gather information and necessary documents for external audit confirmations
• Perform data entry of bank statements into SCCM’s proprietary system for reconciliation
• Assist with interest rate variance analysis and coordinate with bank team on discrepancies

Client Service Associate

• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests.
• Check status and ensure progress towards request closure and client satisfaction.
• Review carrier performance, as well as, an assigned client’s satisfaction with carrier performance.
• Interdepartmental Communication at all levels both internally & externally for process improvements & client requests.
• Conduct monthly client reviews.
• Review company tools and services available to assigned clients.
• The document which tools are being utilized, the client’s satisfaction with the tools and demonstrate newer tools that the client may not be utilizing, where applicable.
• Attempt to engage the client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting the client's use of Transportation Insight’s products/services for marketing and retention purposes.
• Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service).
• Provide training and direction to Logistics Analyst personnel

Account Manager, Client Services

• Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness.
• Enter premium related information into the system to create records and invoices.
• Prepare client documents for delivery via email, US Mail or hand delivery.
• Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
• Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible.
• Assist with accounting issues relative to premium and commission discrepancies and accounts receivable.
• Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies.
• Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
• Access and navigate carrier websites to obtain account information and policy documents.
• May request, follow up, and review endorsements or obtain quotes as necessary.
• Manage certificate holder lists.
• Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.
• Verify coverage for third parties.
• Set and manage diaries to ensure all account activity is progressing effectively.
• Perform other duties as requested

Senior Client Service Representative, Business Insurance

• Support the Operations department of THE·TEAM’s Team Sports division.
• Scan, file, and track Talent tax forms.
• Prepare expense reports and assist with obtaining receipts as needed.
• Prepare client payment summaries.
• Review contracts and prepare summaries.
• Assist Client Services team with projects as needed.
• Various administration duties as assigned.

Intern, Sports Operations and Client Services

• Ensures accurate completion of prospect / new client paperwork/set up
• Follow up on funds transfer from surrendering company
• Maintains (CRM) database and client files
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Completes any review follow up needs for client
• May work with client’s tax or legal counsel on client concerns
• Conducts Tax Research (1099s)
• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team
• Manages vendors to Service Level Agreements
• Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model
• Understands financial terminology and products
• Attends Client Services and company educational events

• Support the Wealth Advisory Investment Advisory team on a national level.
• Handle client service matters through timely and efficient communication, processing of client paperwork and client requests.
• Ensure client paperwork is in good order and work with operations to correct any not in good order paperwork.
• Manage and resolve routine client questions and service requests.
• Add new features to existing accounts.
• Track account transfers and provide updates to relevant parties.
• Act as Peer Advisors for new CSC team members.

Client Services Coordinator – Wealth Advisory

• Responsible for the management and support of a team of Strategic Account Managers and Account Managers
• Deliver client retention and growth
• Drive team engagement through development and support
• Ensure efficient cost to serve through ongoing continuous improvement
• Career development of the team including Individual Development Plans, Succession Planning, and overall HR support.
• Manage account team to oversee projects and customer relationships with existing accounts
• Cultivate internal cross-functional relationships with members of other departments and locations
• Assist the team with the facilitation of programs and communications to gather requirements from customers
• Manage against annual operating budgets to include organic growth and retention targets
• Develop and implement procedures and processes pertinent to the effective and efficient operations of the Client Services department
• Maintain direct communication with key customer relationships to ensure adherence to commitments
• Effectively coach teams to achieve high performance and drive employee engagement and retention.
• Provide feedback and identify resolutions for service failures or customer concerns.
• Review and audit monthly reports in order to understand and communicate results.
• Recommend new strategies to enhance client retention and organic growth.

Client Services Manager

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
• Collect, verify, and update required customer information accurately within Sentry systems
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
• Perform other job-related duties as assigned

Associate Client Services Specialist – 401K

• Troubleshoot, install, maintain, and service repair needs on designated equipment, specifically around issues related to device cybersecurity.
• Work closely with multiple device manufacturers regarding cybersecurity issues.
• Work directly with customer IT and security personnel to implement site cyber security policies.
• Evaluate progressively complex, customer biomedical equipment security issues and implement appropriate remediations and/or compensating controls.
• Provide support on imaging or LCS modality equipment first response and coordinate with appropriate modality specialists.
• Perform on-time and accurate device level security actions.
• Own customer clinical device security issues from dispatch or identification of issue to resolution.
• Maintain daily communication with customers to ensure resolution and proper follow-up, leading to customer satisfaction on all device security issues.

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