- Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary. Reviews, researches and resolves policy data to satisfy inquiries received via inbound and outbound phone interactions, written correspondence or walk-in office visits. Collaborates with various departments as needed and escalates to management when necessary.
- Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches. Maintains updated and compliant marketing materials and supplies to support Financial Reps and Agency business needs.
- Champions proactive client retention processes by identifying clients suggestions for improvement and making recommendations to management. Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
- Maintains accurate information and documentation within various systems including I3 phone systems and Customer First Platform, as well as product information and procedural knowledge.
- Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives.
- Fosters a culture within the Agency that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
- Prepares and delivers bank deposit transactions to assigned branch and balances office cashbook and bank account accurately per premium processing guidelines.
- Performs other duties as assigned by management.
- Possesses excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner.
- Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions. Able to effectively articulate information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry.
- Ability to prepare correspondence, reports, and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
- Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
- Demonstrated ability coordinating multiple assignments and completing assigned tasks accurately and on a timely basis, including managing large amounts of diverse information and documentation.
- Possesses and displays a strong attention to detail.
- Demonstrated ability to effectively interact and communicate with all stakeholders.
- Must provide examples from work experience demonstrating commitment to accuracy associated with high volumes of work and/or multiple duties with flexibility to meet department and customer needs.
- Works in an office setting and frequently requires being in a stationary position for long periods of time while working at a desk, on a computer, or with other standard office equipment.
- This position will frequently move around the office to access file cabinets, office machinery, etc. While accessing file cabinets, this position will frequently use upper extremities to reach by extending hands and/or arms in any direction.
- Performs frequent movement of wrists, hands and fingers for continuous computer work.
- Some college or commensurate experience preferred.
- Working knowledge of word processing, spreadsheet and database applications.
- None
- Extended hours required during peak workloads or special projects.
- Reliable transportation.
- Willingness to travel as needed and occasionally to areas outside the territory normally assigned.
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IT Support Specialist
Found in: Lensa US 4 C2 - 6 days ago
Vets Hired San Diego, United StatesAbout the job IT Support Specialist | Remote · Who We Need: · The IT Support Specialist I will be responsible for providing a world-class phone and chat support experience, playing a key role in ensuring the highest level of support is provided to our internal customers on info ...
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IT Support Specialist
Found in: Lensa US 4 C2 - 5 days ago
Koh Young Technology San Diego, United States**IT Support Specialist** · San Diego, CA / A. Koh Young America Administrations / Full-time(???) As an IT Support Specialist, you will oversee and maintain companys computer hardware and software systems within US, Canada, Mexico and Europe. Your skills are an asset to the comp ...
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Support Specialist
Found in: Lensa US 4 C2 - 4 days ago
Finance of America San Diego, United States** Support Specialist (Temporarily Remote)** · **Job Category****:** Operations **Requisition Number****:** SUPPO02508 Showing 1 location **Job Details** · **Description** · The Support Specialist provides operational/transactional support to all Renovate America customers (co ...
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IT Support Specialist
Found in: Lensa US 4 C2 - 3 days ago
San Diego State University Research Foundation San Diego, United StatesOverview: · The salary range for this position is $ $25.50 per hour depending upon qualifications and is non-negotiable. · The mission of San Diego State University Global Campus is to be a world leader in delivering innovative educational experiences to all learners, expandin ...
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peer support specialist
Found in: MyJobHelper US C2 - 2 days ago
Volunteers of America Southwest San Diego, CA , USA, United StatesPeer Support Specialist · Job Details · Job Location · VOASWC - San Diego, CA · Position Type · Full Time · Salary Range · $ $24.00 Hourly · Description · About Us: · Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives ...
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peer support specialist
Found in: MyJobHelper US C2 - 2 days ago
Volunteers of America Southwest San Diego, CA , USA, United StatesJob Details · Job Location: VOASWC - San Diego, CA · Position Type: Full Time · Salary Range: $ $24.00 Hourly · Description · About Us: · Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our com ...
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Desktop Support Specialist
Found in: Lensa US 4 C2 - 5 days ago
Franklin Fitch San Diego, United StatesIT Desktop Support Specialist - Scientific CompanyTalentryposted 04/21/2024 runner IT Desktop Support Specialist - Scientific Company Talentry LLC San Diego, CA 92189 posted 04/21/2024 runner IT Desktop Support Specialist - Scientific Company. 5 openings. Talentry LLC San Diego ...
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Logistics Support Specialist
Found in: Appcast Linkedin GBL C2 - 1 day ago
The DeWitt Companies San Diego, United States Full timeDeWitt Move Worldwide is part The DeWitt Companies, a fourth-generation family of five sister companies that provides relocation, logistics, warehousing and freight forwarding services to businesses, households and military customers all over the world. · We were founded in 2002 ...
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Logistics Support Specialist
Found in: Lensa US 4 C2 - 1 day ago
The Dewitt Companies San Diego, United StatesDeWitt Move Worldwide is part The DeWitt Companies, a fourth-generation family of five sister companies that provides relocation, logistics, warehousing and freight forwarding services to businesses, households and military customers all over the world. · We were founded in 2002 ...
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Desktop Support Specialist
Found in: Appcast US C2 - 6 days ago
Yoh, A Day & Zimmermann Company San Diego, United StatesYoh has an exciting opportunity for a Desktop Support Specialist (Onsite) in San Diego, CA Our client is a well-funded, highly-buzz-about Biotech company. · See below for complete job responsibilities and requirements. If after reviewing, you are interested in learning more about ...
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Contract Support Specialists
Found in: Lensa US 4 C2 - 5 days ago
SBG Technology Solutions, Inc. San Diego, United States>> Contract Support Specialists Contract Support Specialists Summary Title:Contract Support SpecialistsID:2494.b-CONTLocation:San Diego, CADescription **Contract Support Specialists** · SBG Technology Solutions, Inc. (SBG), a DSS, Inc. company specializing in engineering, inform ...
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Technical Support Specialist
Found in: Lensa US 4 C2 - 4 days ago
Howden Group Holdings San Diego, United StatesAt DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. · The focus on being a People First business has always been ...
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IT Desktop Support Specialist
Found in: Lensa US 4 C2 - 6 days ago
Talentry LLC San Diego, United StatesJob Description · IT Desktop Support Specialist - Scientific Company · 6-month contract (possibility of hire.) $27/hr · San Diego, CA. Local candidates. multiple openings · Talentry is looking for a local IT support specialist who can come onsite for a San Diego Diagnostics c ...
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Logistics Support Specialist
Found in: Lensa US 4 C2 - 5 days ago
Approved Freight San Diego, United StatesDeWitt Move Worldwide is part The DeWitt Companies, a fourth-generation family of five sister companies that provides relocation, logistics, warehousing and freight forwarding services to businesses, households and military customers all over the world. · We were founded in 2002 ...
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Desktop Support Specialist
Found in: ZipRecruiter Test10S US C2 - 21 hours ago
Harris & Associates San Diego, United StatesJob Description · Job DescriptionHarris is a 100% employee-owned company focused on solving today's complex challenges in planning, design, and construction of public infrastructure. Our offices and project sites span the West Coast in California, Nevada, and Washington with a st ...
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Customer Support Specialist
Found in: Lensa US 4 C2 - 4 days ago
DecipherBio San Diego, United States**Decipher Biosciences** · **Customer Support Specialist** · **San Diego, CA - Full Time** · Decipher Biosciences, a subsidiary of Veracyte, Inc., is a dynamic entrepreneurial startup molecular diagnostics company focused on cancer genomics. Whether on the phone with patients, ...
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Technical Support Specialist
Found in: Lensa US 4 C2 - 5 days ago
Tranzeal San Diego, United StatesJob Title: Technical Support Specialist · Apply fast, check the full description by scrolling below to find out the full requirements for this role. · Duration: 12+ Months · Location: San Diego, CA - Hybrid · Required: · To be successful in this role, you'll need to have an ...
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Physician Support Specialist
Found in: ZipRecruiter Test30 US C2 - 2 days ago
Advanced Diabetes Supply San Diego, United StatesJob Description · Job DescriptionDescription:$2,500 Sign On Bonus · About the Company · Advanced Diabetes Supply was founded on the bold principle of creating a knowledgeable, reliable, and demonstrably superior diabetes supply company. Our approach, coupled with a commitment to ...
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Logistics Support Specialist
Found in: Lensa US 4 C2 - 1 day ago
Approved Freight San Diego, United StatesDeWitt Move Worldwide is part The DeWitt Companies, a fourth-generation family of five sister companies that provides relocation, logistics, warehousing and freight forwarding services to businesses, households and military customers all over the world. · We were founded in 2002 ...
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Client Support Specialist
Found in: Lensa US 4 C2 - 4 days ago
Finance of America San Diego, United States** Client Support Specialist (Temporarily Remote)** · **Job Category****:** Operations **Requisition Number****:** SUPPO02644 Showing 1 location **Job Details** · **Description** · The Support Specialist provides operational/transactional support to all Renovate America custom ...
Client Support Specialist - San Diego, United States - Western & Southern Life
Description
Overview :
Provides timely and courteous service to internal and external 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. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining materials, compiling data, and submitting sources for candidate recruiting and lead opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office. Works with minimal supervision and is makes an established range of decisions.
Responsibilities:Work Setting
Educational Requirements
Computer Skills and Knowledge of Hardware & Software Required
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Position Demands
Client Support Specialist professionals in San Diego
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