Client and Customer Service Associate



Job Description:We are seeking a Client and Customer Service Associate to join our team! You will be responsible for helping providing excellent customer service to our clients by assisting them with their benefits and financial service needs. You will be responsible for helping clients by providing product and service information and answering any and all questions. Responsibilities:Handle new customer inquiries and cross-sell existing clientsProspecting and generating new business through leads & referralsGenerating quotes, processing payments & reporting claimsConducting policy reviews and providing details on updatesProviding excellent client serviceRelationship building with new and existing clientsDevelop and maintain a knowledge base of the evolving product and services offerings In this position you will work as a member of a team of professionals responsible for providing benefits and financial products to help clients protect their homes, cars, lives and retirement incomes. Our team members perform a fundamental role in servicing clients, supporting agents and building strong relationships with the community. ​Qualifications:Previous experience in customer service, sales, or other related fieldsAbility to build rapport with clientsAbility to prioritize and multitaskPositive and professional demeanorExcellent written and verbal communication skills