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Client Support Specialist
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Full-time
- Partners with Agency and Sales Management teams to support the overall goals of the office.
- Reviews, researches and resolves policy data to satisfy inquiries received via inbound and outbound phone interactions, written correspondence or walk-in office visits.
- Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
- Prepares and delivers bank deposit transactions to assigned branch and balances office cashbook and bank account accurately per premium processing guidelines.
- This position will frequently move around the office to access file cabinets, office machinery, etc.
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