- Reviews, researches and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email or online chat.
- Provides professional and courteous service, including diffusing escalated clients to resolve concerns; completes service requests within departmental service levels.
- Proactively seeks resolution to client issues; uses solid judgment in recognizing the need to escalate situations to management.
- Provides analysis and service for all products within the Western & Southern Life portfolio.
- Makes independent decisions regarding customer requests, and processes policy transactions on administrative systems as necessary.
- Maintains accurate information and documentation in Salesforce Customer First Platform.
- Required to utilize multiple administration systems to service clients.
- Proactively conducts outbound calls to follow up on previous client concerns to ensure issues were resolved accurately and timely.
- Analyzes client trends to identify and mitigate risk to the Enterprise, including, but not limited to, anti-money laundering, privacy concerns, premium financing and unethical practices.
- Requires developing and maintaining comprehensive knowledge of state regulations, required forms, policy details, processes, current and discontinued products, etc.
- Develops and maintains positive working relationships with internal and external clients.
- Identifies cross-selling opportunities and utilizes tailored approaches to secure sales leads.
- Proactively conducts conservation efforts to retain business.
- Processes all work requests received through Imaging from various departments within established service levels.
- Identifies system or procedural problems and recommends improvements to benefit clients or home office associates.
- Services walk-in clients to the Home Office.
- Performs other duties as assigned by management.
- Strong training program
- Ability to move up within the organization or to other teams within the first year
- Highschool diploma
- Strong communication and interpersonal skills Prior call center experience
- Bachelor's degree
- Desire for long term opportunity & to grow in the company null
-
Customer Service Consultant
1 week ago
Insight Global Cincinnati, United StatesInsight Global is seeking Customer Service Consultants to join their Enterprise Engagement Center. This team is completing inbound service calls to current clients regarding payments, annuities, life insurance qualifications, beneficiaries, etc. · More responsibilities include: ...
-
Customer Service Consultant
2 weeks ago
Insight Global Cincinnati, United StatesA large financial group in Cincinnati is seeking Customer Service Consultants to join their Enterprise Engagement Center. This team is completing inbound service calls to current clients regarding payments, customer service, and filing claims. · More responsibilities include: · R ...
-
Consultant | Outsourced Accounting Services
19 hours ago
FORVIS Cincinnati, United States& Requirements · As a Consultant in our Outsourced Accounting Services (OAS) group, you will be a valued member of our team and will build relationships with our outsourcing clients. This position will offer you an excellent opportunity for career advancement in our growing firm ...
-
Service Consultant
1 week ago
Western & Southern Financial Group Cincinnati, Ohio, United States PermanentOverview: · Establishes with clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empo ...
-
Philips International Cincinnati, United StatesField Service Engineer, Technical Consultant (Cincinnati, OH) page is loaded · Field Service Engineer, Technical Consultant (Cincinnati, OH) · Apply · locations · United States of America - Remote Based · Cincinnati · Columbus · time type · Full time · posted on · Poste ...
-
Human Resources Service Center Consultant
19 hours ago
TriHealth Cincinnati, United StatesJob Overview: · This role is a first line primary generalist for all initial HR inquiries for support including team members, leaders and referrals from other HR subject matter experts or busines partners. This role is responsible for providing accurate and thorough support for ...
-
human resources service center consultant
1 week ago
TriHealth Cincinnati, United StatesJob Description · Job Overview: · This role is a first line primary generalist for all initial HR inquiries for support including team members, leaders and referrals from other HR subject matter experts or busines partners. This role is responsible for providing accurate and th ...
-
Risk Services Consultant
2 weeks ago
Sedgwick Cincinnati, United StatesTaking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportuni ...
-
Fidelity Investments Covington, United StatesJob Description: · The Role · Do you excel at helping clients address complicated issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will help provide clients high quality, comprehensive and efficient administrative and ...
-
Consultant/Project Manager, Stock Plan Services
3 weeks ago
Fidelity TalentSource LLC Covington, United States· Job Description: · Do you enjoy helping clients tackle relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized admi ...
-
Consultant/Project Manager, Stock Plan Services
2 weeks ago
Fidelity TalentSource LLC Covington, United StatesJob Description: · Do you enjoy helping clients tackle relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized admini ...
-
Consultant/Project Manager, Stock Plan Services
3 weeks ago
Fidelity TalentSource LLC Covington, United StatesJob Description: · The Role · Do you excel at helping clients address complicated issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will help provide clients high quality, comprehensive and efficient administrative and ...
-
Fidelity TalentSource LLC Covington, United StatesJob Description: · The Role · Do you excel at helping clients address complicated issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will help provide clients high quality, comprehensive and efficient administrative and ...
-
IT Security Manager
1 week ago
Velocity Enterprises Cincinnati, United StatesThe German Pension Insurance Federation is the largest pension insurance provider in Germany and a cornerstone of social security in the country. We support people throughout their entire lives - from the beginning of their careers to retirement. 23.3 million insured persons, 9.6 ...
-
Senior physician
1 week ago
Skyline Enterprises Cincinnati, United StatesThere are many reasons to collaborate with European Medical Consulting Adam. In the following section, you will see how you can benefit from our free services and save valuable time: · You will learn about exclusive and unpublished positions · You will be relieved by our relocati ...
-
Senior Chief Physician for Cardiology
1 week ago
Cascade Innovations Inwood, United StatesSenior Consultant for Cardiology (m/f/d) Location: Inwood Employment Type(s): Full-time Your new workplace: Academic teaching hospital with Now apply beds in the Lörrach area. The department for conservative and invasive cardiology covers a wide range of services including echoca ...
-
Customer service representative
1 week ago
Thunderbolt Inc Cincinnati, United StatesCustomer Service Representative (m/f/d) · We are currently seeking Customer Service Representatives (m/f/d) to join our team in 93059 Regensburg. · About Us · Ranger Marketing & Vertriebs GmbH has been the leading German company for personal consulting of private and business cus ...
-
Senior physician
1 week ago
SilverTech Inwood, United StatesThere are many reasons to collaborate with European Medical Consulting Adam in Inwood. In the following section, you will see how you can benefit from our free services and save valuable time: · You will have access to exclusive and unpublished job opportunities · Our relocation ...
-
Consultant/Project Manager, Stock Plan Services
3 weeks ago
Fidelity TalentSource LLC Covington, United States· Job Description: · The Role · Do you excel at helping clients address complicated issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will help provide clients high quality, comprehensive and efficient administrative and ...
-
Consultant/Project Manager, Stock Plan Services
2 weeks ago
Fidelity TalentSource LLC Covington, United StatesJob Description: · Do you enjoy helping clients tackle relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized admini ...
Customer Service Consultant - Cincinnati, United States - Insight Global
Description
Job DescriptionA large financial group in Cincinnati is seeking Customer Service Consultants to join their Enterprise Engagement Center. This team is completing inbound service calls to current clients regarding payments, customer service, and filing claims.
More responsibilities include:
Selling Points:
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:.
Skills and Requirements
Prior experience in the service industry (working with customers in a professional setting)
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to