Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Account Representative
We are seeking a dynamic and customer-oriented Bilingual Insurance Account Representative to join our team. As a vital member of our organization, you will be responsible for providing exceptional service to our diverse clientele, handling inquiries, processing policy changes, and resolving issues effectively and efficiently.
Responsibilities :
Process insurance policy applications, renewals, and updates accurately and promptly.Address customer inquiries, concerns, and complaints in a professional and empathetic manner.
Collaborate with other team members to ensure seamless customer service delivery and workflow efficiency.Educate clients on insurance products, coverage options, and policy features.
Maintain accurate and up-to-date client records and documentation.Assist with administrative tasks and special projects as needed.
Requirements :
Fluency in both English and Spanish (written and verbal) is required. Previous experience in customer service or insurance-related roles preferred .
Excellent communication skills and a customer-centric approach. Strong attention to detail and accuracy in data entry and documentation.
Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in MS Office Suite and insurance management software is a plus.
Relevant insurance certifications or licenses may be required or preferred. Join our team and become part of a dynamic company culture dedicated to excellence in service and professional growth.
If you are passionate about helping others and thrive in a collaborative environment, we want to hear from you! To apply, please submit your resume and cover letter detailing your relevant experience and language proficiency to @ .
look forward to reviewing your application. Dustin Booth Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Last updated : 2024-04-05
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