45 client development specialist 1778338 Jobs in charlotte, nc
Equiliem is Hiring a Client Services Specialist Near Charlotte, NC
Job Description
Responsibilities:
- Collaborate with carrier partners to resolve service issues and exceed broker service expectations
- Oversee post-sales activities, including resolving plan, claim, deductible carryover, and access to care issues
- Facilitate new hire worksheets, agent appointments, commission inquiries, book of business transfers, rate and benefit queries, billing concerns, and provider issues as the intermediary between brokers and carriers
- Handle inbound and outbound calls related to renewing groups
- Maintain comprehensive product knowledge of all territory-specific products and strong administration knowledge of carriers
- Provide brokers with responses and solutions to renewal business inquiries
Qualifications:
- 2 years of relevant experience; or equivalent combination of education and experience
- Basic knowledge of carrier products and clear understanding of underwriting guidelines
- Proficiency in MS Office (particularly Excel), Salesforce experience is a plus
- Preferred experience in insurance agency and inside sales
- Excellent organizational skills
- Strong sales communication and customer service abilities
Job Summary
Full Time
$40k-52k (estimate)
04/26/2024
05/15/2024
The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Specialist, 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 Client Services Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Specialist job description and responsibilities
A Client Services Specialist also assists Account Managers to ensure a high level of customer service.
02/02/2022: Kennewick, WA
Build and nurture strong personal relationships with clients.
03/23/2022: Madison, WI
Perform other administrative duties as required to build business for clients.
02/09/2022: Atlanta, GA
The Client Services Specialist examine, monitor, manage the client and talent agreements, ensuring that all contracts are executed accurately and error-free.
04/04/2022: Springfield, IL
A positive attitude and the ability to build relationships with clients to provide non-technical problem resolution.
01/14/2022: Albany, NY
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 Client Services Specialist jobs
Communicate clearly with customers.
01/06/2022: Macon, GA
Know how to close a conversation.
01/13/2022: San Jose, CA
Learn How to Use Data Analysis / Reporting tools.
03/01/2022: Atlanta, GA
Stay Updated on the Latest Digital Marketing Trends.
02/15/2022: Clearwater, FL
Build and nurture strong personal relationships with clients.
02/02/2022: Paramus, NJ
Step 3: View the best colleges and universities for Client Services Specialist.
