The final #NewHire from June joins our #ClientSuccess team as the newest Client Support Specialist. Welcome to Liaison Matt M.! We look forward to seeing Mickey jump on a few calls with you. 🎉
Excited to share a recent success story! 🌟
Partnered with a mid-sized law firm facing heavy administrative burdens. They were drowning in paperwork and missed deadlines, impacting client satisfaction. 📑💼
Implemented automated scheduling tools and efficient document management systems, optimizing their workflow. Managed client communications, appointments, and document preparation, ensuring seamless operations. 📆💬
Thrilled to report a 30% reduction in administrative overhead and enhanced client satisfaction. Improved communication and scheduling led to increased case load capacity without expanding the team. 📈👥 #AdministrativeEfficiency#ClientSatisfaction#WorkflowOptimization
Where would we (and our clients!) be without our account management and client services teams? 💙 We asked our customer service superstars what they enjoy most about working with our clients, and here's what they said.
#customerserviceweek#legalplans#voluntarybenefits#memberbenefits
Here’s a question for you.
As a customer can you tell if Rachel or Vicki or Matt isn’t working?
Other than them not being there, what’s different when they’re not there?
#Customerservice#businessowners#wbconsultancy
Ever wondered what a day in the life of a Client Adviser looks like? 🤔
Today Paul Killinger gives us a sneak peek behind the scenes! 🚀
Morning ☕: It all starts with a caffeine fix and a review of emails before catching up with Client Exec, Justin Kogel, as we prepare for the day ahead.
Mid Morning: Focus time! Negotiating with insurers to secure the best terms for our clients, chasing documents, pre-renewal work and research.
Late Morning: Time to get on the road! Up and out to catch up with clients and find out more about what is going on in their world.
Early Afternoon🤝: Collaborating with colleagues on risks to ensure that we provide the best possible outcomes to our clients.
Late Afternoon: Engagement mode ON! Time to finalise reports ready to share with Justin Kogel . Touching base with a few more clients on the phone or over email.
Wrapping up the day by checking any outstanding tasks, emails and reminders and preparing for the following day. Not forgetting the donuts that helped us get through 🍩
This is just a glimpse into the dynamic world of a Client Adviser! We truly love what we do here at #Partnersand.
#clientadviser#behindthescences#advicethatmakesadifference
At Viveka, client assurance isn't just a promise—it's our commitment. Experience peace of mind knowing your needs are met with precision and care.
Explore our solutions today and discover why clients trust us for unparalleled
service.
#ClientAssurance#TrustInService
Big shoutout to Erin, one of our Client Engagement Specialist, on achieving the one-year mark! 🚀 🌟
Your commitment to fostering relationships and ensuring client satisfaction has not gone unnoticed. As the kids would say, she's a real one. Here's to a year of accomplishments and growth together! 🥳
#WorkAnniversary#TeamSuccess#FamilyLaw
Making your Wednesday wonderful with heartfelt stories of client success. Dive into the testimonials that warm the heart! 💖
#TestimonialWednesday#AndrewMckinnonLaw
IT Professional | Support Expert
1w😊 excited to be here!