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Western Southern Financial
OAKBROOK, IL | Full Time
$49k-61k (estimate)
4 Months Ago
Client Support Specialist
$49k-61k (estimate)
Full Time | Insurance 4 Months Ago
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Western Southern Financial is Hiring a Client Support Specialist Near OAKBROOK, IL

Overview

Provides professional and courteous service to internal and external clients. Processes daily accounting transactions, maintains and balances the field office bank account and cashbook. Monitors and audits open items for proper placement and balances monthly bank statements. Accepts and processes premium payments from internal and external clients. Assists in conservation efforts by contacting policyholders while following identified privacy guidelines. Completes appropriate policy transactions and thoroughly reviews and validates output to ensure accuracy. Provides courteous, professional and timely responses to internal and external client inquiries. Ensures processing techniques are compliant with processing guidelines. Provides recruiting and marketing support, by maintaining materials, compiling data, and submitting sources for candidate recruiting and leads opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office.

Responsibilities

  • Provides professional and courteous service to internal and external clients. Processes payments and policy transactions on administrative systems. Resolves inquiries received via telephone, written correspondence or walk-in office visits. Collaborates with various departments as needed and escalates to management when necessary.
  • Champions proactive client retention processes by identifying client’s suggestions for improvement and making recommendations to management. Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
  • Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches. 
  • Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives.
  • Prepares and delivers daily bank deposits and balances office cashbook and bank account accurately and by following identified guidelines.
  • Fosters a culture within the Agency that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
  • Maintains thorough product and procedural knowledge.
  • Performs other duties as assigned by management.

Qualifications

  • Possess excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner. Will be expected to provide examples of written work such as correspondence, reports, etc.
  • Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions. Effectively articulating information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry. 
  • Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
  • Proven experience coordinating multiple assignments and completing assigned tasks accurately and on a timely basis. Expected to cite examples of organization skills and methods used to manage or prioritize workload demands.
  • Possesses and displays a strong attention to detail.
  • Demonstrated ability to effectively interact and communicate with all stakeholders.
  • Must provide examples from work experience demonstrating flexibility to meet department and customer needs.

Educational Requirements

  • Some college preferred.

Computer Skills and Knowledge of Hardware & Software Required

  • Working knowledge of word processing, spreadsheet and database applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

  • Series 6 or equivalent, preferred but not required.

Position Demands

  • Extended hours required during peak workloads or special projects.
  • Willingness to travel as needed and occasionally to areas outside the territory normally assigned.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$49k-61k (estimate)

POST DATE

11/25/2022

EXPIRATION DATE

04/03/2023

The job skills required for Client Support Specialist include Customer Service, Written Communication, Flexibility, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Support Specialist. Select any job title you are interested in and start to search job requirements.

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

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If you are interested in becoming a Client Support 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 Support Specialist for your reference.

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

Quotes from people on Client Support Specialist job description and responsibilities

Ensure positive client experience through high quality service and communication thereby attaining client retention.

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Handle client engagement document control and execute filing system policies.

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They are responsible for the overall results of the support team plus hiring, training, and retention of support employees.

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Support requests pertain to usage questions or clarification of documentation.

02/22/2022: Pascagoula, MS

Client Support Specialists are responsible for ensuring excellent client experiences and thus maximizing business.

03/10/2022: Reno, NV

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 Support Specialist jobs

Client support specialists must be able to handle a variety of situations with professionalism and tact.

03/02/2022: Cedar Rapids, IA

Communicate clearly with customers.

04/03/2022: Yakima, WA

Positive feedback helps the client progress and move through negative self-talk, ambivalence, resistance and other hurdles.

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Aspiring candidates must provide excellent service and meet client needs while offering cost effective technological solutions to the organization.

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Dealing with customers and clients requires a lot of patience, kindness, and understanding.

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Step 3: View the best colleges and universities for Client Support Specialist.

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