Vice President, Client Service driving strong client relationships and managing service agreements in a financial context. Leading business development and mentoring team members.
About the role
- Senior Client Service Representative focused on processing client documents and maintaining data integrity. Assisting clients with consultation and accounting issues in insurance services.
Responsibilities
- 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
- Provide routine consultation to clients and act as back up to Account Managers
- Assist with accounting issues relative to premium and commission discrepancies
- Help direct clients with payment instructions
Requirements
- Required Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Must be proficient in Excel and Word
- Must be organized, detail oriented, timely and efficient
- Strong work ethic, responsible, reliable, service oriented
- Possession of or ability to obtain state P&C insurance license
- Strong math skills with an understanding of basic accounting principles
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Lead Designer creating high - impact, visually exceptional presentations and reports for Prologis' Strategic Capital. Collaborating with multiple teams to ensure brand consistency and clarity in visual storytelling.
Client Support Tier 2 role at Fiserv serving enterprise merchants with payment solutions and services. Collaborating with internal teams to resolve complex client issues and support ongoing needs.
Client Services Coordinator supporting marketing, operations, and transactional duties in commercial real estate. Involving extensive client interaction and administrative tasks crucial for success.
Client Services Specialist ensuring timely case resolution and managing account - level needs at Guardant Health. Requires strong collaboration with internal teams and attention to detail.
Client Service Desk Mitarbeiter providing 1st and 2nd Level IT support and infrastructure management. Collaborating with international clients and actively working on exciting IT projects.
Clinic Co - Ordinator at Audika providing customer service and support in hearing clinics. Engaging with clients and managing clinic operations to enhance their hearing experience.
Client Services Manager overseeing complex client relationships and success at Chumash Casino Resort. Leading service standards and providing mentorship in a gaming and hospitality environment.
Senior Client Services Manager at Azerion ensuring client satisfaction and managing high - priority accounts while delivering digital advertising solutions. Overseeing relationships, campaign execution, and revenue growth strategies.
Junior Berater*in Media Insights & Client Service bei pilot Hamburg. Erstellung von Reportings und Analysen zur TV - und Onlinenutzung mit enger Zusammenarbeit mit Kunden.