Client Experience Specialist - Fort Worth - beBeeClientSolutions

    beBeeClientSolutions
    beBeeClientSolutions Fort Worth

    4 days ago

    Job title: Client Solutions Specialist

    Description

    About This Role

    The Client Solutions Specialist I serves as a subject matter expert on insurance products and paperwork, requiring knowledge of operational functions, regulatory rules, and reporting requirements.

    Key Tasks

    This position involves assisting clients and advisors in navigating the web portal and responding to inquiries, providing account servicing and product knowledge support.

    • Able to demonstrate integrity and high ethical standards
    • Proven ability to successfully balance competing priorities in a fast-paced environment
    • Excellent customer service skills with effective conflict resolution
    • Knowledge of operational functions, regulatory rules, and reporting requirements
    • Able to partner and collaborate in cross-functional teams for client support and issue resolution
    • Strong interpersonal, communication, and time management skills
    • Strong analytical and problem-solving skills

    The Value You Bring

    • Support clients and advisors with web portal navigation and account information updates
    • Assist clients and advisors with insurance product inquires
    • Assist with questions and education for employees, clients, and field partners regarding insurance forms and policies, and procedures
    • Liaise with business partners for problem-solving
    • Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution
    • Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests
    • Follow up with clients when necessary to provide status updates and to close out service requests
    • Required to document details of all client and advisor interactions

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