Client Service Guide

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    "description": "<p><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong><u>SUMMARY:</u></strong></span></p>\n\n<p><span style=\"font-family:Arial,Helvetica,sans-serif\">The Client Service Guide <span style=\"color:#333333\">is responsible for answering and directing calls, greeting visitors, processing incoming documents, processing claims, and supporting office management. Provides administrative and clerical support across departments while upholding professional standards.</span></span></p>\n\n<p><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong><u>ESSENTIAL FUNCTIONS:</u></strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Answer incoming calls from a multi-line phone system, accurately transferring to the appropriate colleague, as needed, in a courteous and efficient manner</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Greet incoming clients and visitors, ensuring they meet with the correct colleague/manager, and offer refreshments as needed</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Effectively process all incoming documents (email, postal mail, un-routed documents, fax, etc.) and accurately label, attach, and set activities, as needed, and distribute to the correct department/colleague/Resource Pro</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Provide management administrative support, as needed, including correspondence, scheduling, organization, etc.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Assist in agency office clerical duties and processes as needed</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Assist other departments, as needed, in the event of staff shortage, high workload, etc.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Responsible for receiving phone calls and emails for all claims. Duties include reporting claims to carriers, assisting clients with claims information, and supporting them through the entire claims process until resolution</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#333333\">Maintain a clean and neat office environment for our customers and company guests, including maintaining kitchen and refrigerator cleanliness</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Participate in seminars and other training to maintain required licenses and for knowledge and skill development</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions</span></li>\n</ul>\n\n<p><span style=\"font-family:Aptos,sans-serif\"><strong><u>Additional Responsibilities&nbsp;</u></strong></span></p>\n\n<p><span style=\"font-family:Aptos,sans-serif\">This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the&nbsp;performance of the tasks and functions listed in this job description.</span></p>\n\n<p><span style=\"font-family:Aptos,sans-serif\">Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.</span></p>\n",
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