Client Services Advisor
Client Services Advisor
Bickle Insurance Services
Medina, OH
See who Bickle Insurance Services has hired for this role
Description The Client Services Advisor (CSA) will manage personal lines insurance clients' accounts by demonstrating effective communication and professional service. This individual will be motivated to provide the right total account solution for each client. Detailed work is a major function of the job, and a faster than average pace is the norm. Attention to the standard process is important to maintain a high level of performance. Responsibilities
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for incoming account requests. This includes but is not limited to taking inbound calls and requests, processing policy changes, answering billing questions and coverage questions.
- Identifies and follows up on cross-selling opportunities when appropriate.
- Manages, organizes, and conducts client meetings when necessary.
- Documents conversation with clients and carrier representatives and updates Bickle Insurance's agency management systems when necessary. Ensures the accuracy of the data in the systems.
- Attends industry-related continuing education training and courses.
- Performs other duties and projects as required. Qualifications
- Excellent listening, oral, and written English communication skills.
- Build and maintain relationships.
- Superior customer service and problem-solving skills.
- Open, flowing communication is important.
- Position requires working with and through others.
- Demonstrate proficiency with computer systems, including but not limited to Microsoft Office.
- Ability to work in a fast-paced environment.
- Ability to type 50 words per minute.
- Ability to work in a team environment.
- Proven experience in a customer service role.
- High school diploma or equivalent.
- Willing to get licensed in required lines and states.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Management and Manufacturing -
Industries
Insurance
Referrals increase your chances of interviewing at Bickle Insurance Services by 2x
See who you knowGet notified about new Client Services Advisor jobs in Medina, OH.
Sign in to create job alertSimilar jobs
People also viewed
-
Service Consultant
Service Consultant
-
Customer Support Specialist
Customer Support Specialist
-
Customer Success Manager
Customer Success Manager
-
Customer Support
Customer Support
-
Remote Client Services Representative
Remote Client Services Representative
-
Customer Support
Customer Support
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub