- Serves as an advocate and company representative to improve the overall experience of the client (policyholder, agent, etc.). Serves as a resource to other departments regarding the experience as well.
- Possesses a strong working knowledge and understanding of applicable products, services, possibly systems, as well as procedures of all servicing departments within a particular business area and throughtout the company. Provides assistance to website/mobile app registration, as needed.
- Strengthens their personal knowledge of what back-office tasks are needed, when, and for what duties, and begins to master multitasking and prioritizing those tasks, such as documenting files, preparing and sending letters/forms, and completing process workflows to complete client services.
- Possesses extensive knowledge of (as applicable) policy/coverage interpretation, health benefits of each policy, as well as be able to thoroughly explain or relay information. Stays current and is able to apply state mandates and legislation requirements following the varying plans and requirements of each state.
- Obtains/maintains applicable license(s) and/or designations; continues education as required to maintain the license.
- Acts as seller of products: explains different offerings, writes applications, submits policies to underwriting, and potentially services that customer for the life of the policy. Contacts that customer with new products and/or services offerings as an agent would.
- Receives applications (may be from an incoming client or agent in field) and completes the application process via the phone. Provides quotes and bond coverage on new business applications or assists agents with the development of quotes and illustrations, as needed. Makes changes on existing policies, as needed.
- Handles simple claims with low dollar exposures under the general direction of a supervisor.
- Communicates with involved parties; reviews/determines coverage; investigates, as needed; sets/monitors/revises reserves; and resolves claims, as needed.
- Produces certificates of insurance, as needed.
- Assists agents in navigating agent portals to develop quotes and illustrations to put business on the books.
- Manages large amounts on incoming service inquiries received through a variety of communication channels. Handles or escalates client complaints, directing unresolved issues to the appropriate resource.
- High school diploma or a GED.
- Up to one year of customer service or call center experience.
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Client Support Specialist - Springfield, United States - American National
Description
Client Support Specialist
The client support specialist jobs are often the first contact with clients and are primarily responsible for providing effective customer service to clients in response to inquiries, concerns and requests about products and services that are received from a number of communication channels.
By using active listening skills, client support specialists will ascertain the reason the client is contacting the company and provide him/her with a resolution resulting in a positive client experience, while building and maintaining relationships.
Much of service conducted for clients is that which requires a license or extensive product/service knowledge.What will you do?
Required Qualifications:
PREFERENCES:
We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905.
Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position.
We are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with the job qualifications, we still encourage you to apply.
You may be just the right candidate for this position or other opportunities at American National.American National's recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal.
Learn more about our company, by following us on social media:
LinkedIn, Facebook, Instagram
American National is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories.
American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
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JOIN OUR TALENT COMMUNITY
"If you believe you can make a difference in the lives of our clients, if you're willing to work hard, if you want a fulfilling career, and if your values match ours, then I want you to work for American National. " - James Pozzi, Former President and CEO.
Nearest Major Market:
Springfield
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