Client Services Director jobs in Troy, NY

Our client, a benefits brokerage firm, is looking to bring on a new client services specialist to support their team in Troy, NY.

The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.

Responsibilities :

Assists with communications, follow-up and distribution of applications to carriers

Collects missing information from groups and sends approval letters to clients

Completes and / or coordinates quotes and proposals for all new and renewal business

Updates census, policy information and commissions for all accounts and policies

Assists with renewals and new business applications

Attaches applications to appropriate client file in Microsoft CRM

Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials

Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow

Education Requirements :

Bachelors Degree, preferred

Desired Background / Skills :

Strong attention to detail

Positive, can-do attitude

Self-motivated, flexible and disciplined

Ability to work independently as well as in team environment

Excellent verbal and written communication skills

Strong organizational skills

Ability to thrive in fast-paced production environment

Qualifications :

2 years applicable job experience, preferred

Proficient with Microsoft Office products, required

Prior experience in broker agency or benefit administration firm, preferred

Familiarity with insurance carrier websites, preferred

Proven track record in customer service; preferred

Familiarity with database applications, a plus

Other Information :