Client Service Associate

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    "requisitionDescription": "<p style=\"margin-left:0in;\" data-pasted=\"true\"><strong>JOB SUMMARY:</strong></p><p style=\"margin-left:0in;\">The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property &amp; Casualty license. This position is ideal for someone who enjoys helping others, is detail-oriented, and thrives in a team environment. The Client Service Associate assists with document handling, general inquiries, client communication, and administrative processes that contribute to a smooth client experience. This position supports client onboarding and retention by ensuring timely follow-ups, welcome communications, and initial documentation. The Client Service Associate&nbsp;reports to the Client Service Manager and provides excellent customer service to internal and external clients while demonstrating the company values and supporting the mission.</p><p style=\"margin-left:0in;\"><strong>JOB DUTIES AND RESPONSIBILITIES:&nbsp;</strong></p><div style=\"margin-left:0in;\"><ul style=\"margin-left: 0in;\"><li style=\"margin-left:0in;\">Support day-to-day client service activities by assisting licensed team members with non-licensed service tasks&nbsp;</li><li style=\"margin-left:0in;\">Prepare, send, and track insurance documents such as ID cards, proof of insurance, and mortgagee verifications</li><li style=\"margin-left:0in;\">Respond to client inquiries via phone, email, and text with professionalism, routing complex issues to licensed team members</li><li style=\"margin-left:0in;\">Support client onboarding process by ensuring timely follow-ups, welcome communications, and initial documentation&nbsp;</li><li style=\"margin-left:0in;\">Maintain accurate client information in the CRM system and ensure all documentation is filed and organized</li><li style=\"margin-left:0in;\">Assist with monitoring renewal dates, helping to coordinate communications to ensure retention efforts stay on track</li><li style=\"margin-left:0in;\">Provide general administrative support to the sales and service teams, including scheduling, data entry, and follow-ups</li><li style=\"margin-left:0in;\">Escalate policy-related or coverage-related questions to licensed personnel in a timely and efficient manner</li><li style=\"margin-left:0in;\">Contribute to a positive and welcoming client experience at every interaction</li><li style=\"margin-left:0in;\">Participate in ongoing training and development opportunities</li><li style=\"margin-left:0in;\">Perform other duties as assigned</li></ul></div><p style=\"margin-left:.25in;\"><br></p><p style=\"margin-left:0in;\"><strong>REQUIRED QUALIFICATIONS</strong>:</p><div style=\"margin-left:0in;\"><ul style=\"margin-left: 0in;\"><li style=\"margin-left:0in;\">High School diploma or equivalent. Bachelor&rsquo;s degree preferred.</li><li style=\"margin-left:0in;\">1 year of experience in customer service, administrative, or office support&nbsp;</li><li style=\"margin-left:0in;\">Experience using CRM preferred&nbsp;</li><li style=\"margin-left:0in;\">Proficient in Microsoft Office Suite</li><li style=\"margin-left:0in;\">Maintain confidentiality and demonstrate sound judgment</li><li style=\"margin-left:0in;\">Strong customer satisfaction and organizational skills</li><li style=\"margin-left:0in;\">Able to maintain a pleasant and professional attitude with team members and all visitors</li><li style=\"margin-left:0in;\">Able to be flexible and calm during high visitor traffic</li><li style=\"margin-left:0in;\">Ability to work on multiple projects simultaneously while accomplishing daily tasks</li><li style=\"margin-left:0in;\">Effective oral and written communication skills and excellent interpersonal skills</li><li style=\"margin-left:0in;\">Attention to detail, critical thinker and problem-solving skills</li><li style=\"margin-left:0in;\">High standards for integrity, honesty, professionalism, and work ethic</li><li style=\"margin-left:0in;\">Commitment to service excellence</li><li style=\"margin-left:0in;\">Ability to work independently while demonstrating excellent organization and follow through</li><li style=\"margin-left:0in;\">Demonstrates flexible and efficient time management and ability to prioritize workload</li><li style=\"margin-left:0in;\">Ability and willingness to move with purpose and a strong sense of urgency</li><li style=\"margin-left:0in;\">Self-motivated, positive, and enthusiastic</li><li style=\"margin-left:0in;\">Self- starter with a strong desire to exceed expectations and capable of supporting a team&nbsp;</li><li style=\"margin-left:0in;\">Maintains confidentiality discretion</li><li style=\"margin-left:0in;\">Ability to effectively work in collaboration with others to achieve business objectives</li><li style=\"margin-left:0in;\">Willing to grow and be challenged</li><li style=\"margin-left:0in;\">Be positive, charismatic, motivating, and engaging</li><li style=\"margin-left:0in;\">Attend training as requested</li></ul></div>\n",
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