Client Services Representative

About the role

This role involves providing support for high-value customers and third-party partners within a fast-paced, customer-focused environment.

Responsibilities

• Support and manage communications with valued customers, brokers, and internal teams to ensure a seamless customer experience.
• Handle routine customer requests, onboarding, and account research following established processes.
• Utilize various systems to research customer accounts and assist with service modifications.
• Build strong relationships by delivering timely, professional resolution and communication.
• Provide feedback to improve departmental procedures and enhance customer satisfaction.

Requirements

• Excellent oral and written communication skills, including the ability to present effectively to stakeholders.
• Strong problem-solving skills and good judgment to independently resolve issues.
• Proficiency with PC applications, especially intermediate Excel skills for creating and analyzing spreadsheets.
• Thorough knowledge of deregulated market rules and business processes supporting customer accounts.
• Prior customer service experience is preferred.

Benefits

• Competitive compensation package
• Full Benefits: Medical, Vision, Dental, and more
• Employee Stock Ownership Program
• Dedicated Engagement Manager committed to your success
• Medical, Dental, Vision, and Life Insurance