Client Support Specialist
On-siteOrland Park, Illinois, United States
Job Summary
Provide timely, courteous service to internal and external clients by researching, analyzing, and resolving service requests, complaints, and policy inquiries via phone, correspondence, or walk-ins. Process payments and policy transactions accurately while identifying cross-selling opportunities and submitting sales leads during interactions. Maintain compliant marketing materials, support recruiting efforts, and champion client retention by gathering improvement suggestions. Prepare bank deposit transactions, balance cashbooks, and maintain accurate documentation across I3 and Customer First platforms. Collaborate with Agency and Sales Management teams to support office goals, escalate situations as necessary, and deliver professional communication between field and home office.
Required Qualifications
- Possesses excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner
- Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions
- Able to effectively articulate information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry
- Experience must include strong telephone communication and etiquette skills
- Demonstrated ability coordinating multiple assignments and completing assigned tasks accurately and on a timely basis, including managing large amounts of diverse information and documentation
- Possesses and displays a strong attention to detail
- Demonstrated ability to effectively interact and communicate with all stakeholders
- Must provide examples from work experience demonstrating commitment to accuracy associated with high volumes of work and/or multiple duties with flexibility to meet department and customer needs
- Working knowledge of word processing, spreadsheet and database applications
- Extended hours required during peak workloads or special projects
- Reliable transportation
- Willingness to travel as needed and occasionally to areas outside the territory normally assigned
Desired Qualifications
- Some college or commensurate experience preferred
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