- 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.
- 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.
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service consultant
1 week ago
Joseph Volkswagen of Cincinnati Cincinnati, United StatesJob Description · Job DescriptionWe are looking for an experienced Service Consultant. We are a fast paced dealer with lots of work. We are looking for a hard worker with the will to learn. The service department is open Monday-Friday and Saturday til noon. The consultants only w ...
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beBee Handyman Saunders Lake, OR, United States FreelanceI am in need of a Nutritionist service with the following characteristics in Saunders Lake, OR:What is the age of the patient? · Under 18 years old · On average, how many homemade meals do you eat per week? · Some (3-7 meals per week) · What is the main goal in seeking a nutritio ...
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Service Consultant
2 days ago
Western & Southern Life Cincinnati, United StatesOverview: · 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 emp ...
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Consultant in Field Service
2 weeks ago
Velocity Ventures Sharonville, OH, United States FreelanceAre you a recent graduate, driven to achieve great things and looking for the perfect opportunity to kickstart your career? Look no further, because we are currently seeking ambitious consultants for our clients in Sharonville, OH · **Field Sales Consultant (m/f/d)**: · **Your Mi ...
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Customer Service Consultant
1 week ago
Insight Global Cincinnati, United StatesMust Haves · Prior experience in the service industry (working with customers) · Highschool diploma/GED · Strong communication and interpersonal skills · Desire for long term opportunity & to grow in the company · Plusses · Prior call center experience · Bachelor's degree · Day t ...
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Customer Service Consultant
5 days ago
Insight Global Cincinnati, United StatesJob Description · A 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 responsibil ...
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Customer Service Consultant
1 week 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 ...
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Stellar Enterprises Cheviot, United StatesLocation: Nationwide in Germany · Start Date: Immediate · Advance your IT career with an exceptional company: Tata Consultancy Services (TCS) Deutschland GmbH. As a strategic partner, we help businesses across industries achieve their goals and successfully navigate digital trans ...
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beBee Handyman Newport, IN, United States FreelanceI am in need of a Nutritionist service with the following characteristics in Newport, IN:What is the age of the patient? · Between 23 and 30 years old · On average, how many homemade meals do you eat per week? · The majority of my meals are homemade · What is the main goal in see ...
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beBee Handyman Yoncalla, OR, United States FreelanceI need a Nutritionist service with the following characteristics in Yoncalla, OR:What is the age of the patient? · From 23 to 30 years old · On average, how many homemade meals do you eat per week? · Most of my meals are homemade · What is the main goal in seeking a nutritionist? ...
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beBee Handyman Tri-City, OR, United States FreelanceI am in need of a Nutritionist service with the following characteristics in Tri-City, OR:What is the age of the patient? · 31-40 years old · On average, how many homemade meals do you eat per week? · Some (3-7 meals per week) · What is the main goal in seeking a nutritionist? · ...
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Service Consultant- Annuity Claims
1 week ago
Western & Southern Life Cincinnati, United StatesOverview: · Summary of Responsibilities: · Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retai ...
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Sales Consultant Customer Service
2 weeks ago
Orion Innovations Neville, OH, United States Freelance**Sales Consultant Customer Service (m/f/d) in Full or Part Time**: · **Responsibilities**: · - Continuous development of sales and marketing strategies · - Support and consultation of existing customers · - Creation of customer offers and sales of premium products · **Profile**: ...
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beBee Handyman Riverside, OR, United States FreelanceHello, I would like to know prices and services in Riverside, OR. Thank you.What is the age of the patient? · 31-40 years old · On average, how many homemade meals do you eat per week? · Some (3-7 meals per week) · What is the main goal in seeking a nutritionist? · Weight loss · ...
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UC Health Cincinnati, United StatesCustomer Service Consultant, First Shift, Patient Relations UC Health is hiring a full-time Customer Service Consultant for the Patient Relations department for the first shift at University of Cincinnati Medical Center. The Customer Service Consultant will support the Medical Ce ...
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Customer Service Consultant, Patient Relations
2 weeks ago
UC Health Cincinnati, United StatesCustomer Service Consultant , First Shift, Patient Relations · UC Health is hiring a full-time Customer Service Consultant for the Patient Relations department for the first shift at University of Cincinnati Medical Center. · The Customer Service Consultant will support the Medic ...
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MR Clinical Services Delivery Consultant
6 days ago
Philips Cincinnati, United States Full timeJob Title · MR Clinical Services Delivery Consultant (Remote in Cincinnati, OH)Job Description · Allow your passion for improving lives to shine in this role where you'll be responsible for leading the clinical delivery of MR education for our customers throughout the Midwest. In ...
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MR Clinical Services Delivery Consultant
1 week ago
Philips Iberica SAU Cincinnati, United StatesJob Title MR Clinical Services Delivery Consultant (Remote in Cincinnati, OH) Job Description · Allow your passion for improving lives to shine in this role where you'll be responsible for leading the clinical delivery of · MR education for our customers throughout the Midwest. ...
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MR Clinical Services Delivery Consultant
2 weeks ago
Philips Cincinnati, United StatesAllow your passion for improving lives to shine in this role where you'll be responsible for leading the clinical delivery of MR education for our customers throughout the Midwest. In this role you will be providing basic through intermediate application training in hospitals and ...
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beBee Handyman Surfside Beach, SC, United States FreelanceI am in need of a Nutritionist service with the following characteristics in Surfside Beach, SC:What is the age of the patient? · Between 41 and 50 years old · On average, how many homemade meals do you eat per week? · The majority of my meals are homemade · What is the main goal ...
Customer Service Consultant - Cincinnati, United States - Insight Global
Description
Day to Day
A 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, annuities, life insurance qualifications, beneficiaries, etc.
More responsibilities include:
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