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Customer Service Associate
$56k-71k (estimate)
Full Time 1 Month Ago
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Foundation Risk Partners is Hiring a Customer Service Associate Near Salt Lake, UT

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Customer Service Associate to their Trustco Insurance team.

Job Summary:

The Client Services Associate is responsible for daily servicing of clients including new and renewal business processing and maintenance of exceptional customer relations with the client. The Client Services Associate regularly interacts with new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to insurance coverage.

Essential Functions:

  • New business quoting, proposal, sales, and development
  • Account rounding and retention of existing clients
  • Collects client information
  • Regularly interacts with clients in a professional and timely manner while providing the daily service to clients such as endorsement requests and general coverage questions
  • Prepares processed policies as needed
  • Participates in marketing and sales meetings
  • Prepares existing book of business
  • Prepares and processes renewals, new policies, and policy changes
  • Handles questions, researches, and resolves problems
  • Adheres to agency customer service standards
  • Regularly exercises discretion and independent judgment on accounts
  • Collecting and analyzing information regarding the client and assisting in product determinations
  • Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client

Competencies & Qualifications: 

  • Possess strong detail oriented, organizational, multitasking, customer service, comprehension, and prioritization skills
  • Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) SharePoint Designer and InfoPath, Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365
  • Proficient in insurance agency management software (EPIC)
  • Ability to talk to others to convey information effectively
  • Ability to choose the right mathematical method or formula to solve a problem
  • Ability to use logic and reasoning to identify the strengths, and weaknesses of alternative solutions, conclusions or approaches to a problem
  • Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues
  • Ability to assess the value, importance or quality of things or people

Education & Experience:

  • State insurance license preferred
  • High School diploma or equivalent
  • Some college helpful

Job Summary

JOB TYPE

Full Time

SALARY

$56k-71k (estimate)

POST DATE

03/20/2024

EXPIRATION DATE

04/01/2024

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The following is the career advancement route for Customer Service Associate positions, which can be used as a reference in future career path planning. As a Customer Service Associate, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Associate. You can explore the career advancement for a Customer Service Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Service Associate job description and responsibilities

A strong associate will be able to quickly understand the customer’s problem and propose the best solution.

12/12/2021: Springfield, MA

Ability to professionally attend to the needs of customers.

02/25/2022: Rock Hill, SC

Apply for part-time Customer Service Associate roles and experience their spirit of community.

01/20/2022: Gary, IN

Assist customers with and complete all necessary phases of activity registration, facility booking, membership sales and point of sale transactions.

02/02/2022: Moline, IL

Assist customers with facility rentals and process application permits according to District, department and General Use Ordinance procedures.

02/13/2022: Gastonia, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Service Associate jobs

Best Colleges to Study Client Service Associate.

12/14/2021: Sumter, SC

Ensure all customer problems are resolved quickly to the satisfaction of the customer.

12/17/2021: Altoona, PA

Ensure confidentiality of customer data and careful handling of documents media packages.

12/28/2021: Augusta, GA

Follow standard operating procedures and adhering to legal hr safety customer service and security policies procedures.

02/15/2022: New Brunswick, NJ

Measure and analyze customer feedback.

02/21/2022: Dothan, AL

Step 3: View the best colleges and universities for Customer Service Associate.

Butler University
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