What are the responsibilities and job description for the Client Solutions Specialist position at Search Solution Group?
Responsibilities:
- Case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions
- Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case
- Management of leads using internal Customer Relationship Management system and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence
- Creation and maintenance of client/customer reporting on a weekly, monthly, quarterly basis
- Maintenance of internal process and procedure documents
- Analysis and reporting of customer feedback/surveys
- Identification of new opportunities to continually grow business.
Requirements:
- 2 years’ experience in a client facing role
- Experience in a commission driven role
- Experience making a high # of outbound calls
- Strong customer-centric mindset and ability to build and maintain strong, collaborative, and effective relationships internally and externally
- Project management experience, demonstrating the ability to problem solve and identify creative solutions
- Ability to thrive in a fast-paced environment
- Exceptional organizational skills with a high consideration to detail and accuracy
- Financial services/ insurance experience preferred
Salary : $70,000 - $130,000