Client Service Associate (Life, Health And Disability)

Client Service Associate

Are you proficient in Excel, Word, and PDF Editor? Do you possess excellent communication skills in English and have a knack for detail-oriented tasks? If so, we have an exciting opportunity for you!

Key Skills:

• -Proficiency in Excel, Word, PDF Editor, Prezi (novice level acceptable), and Canva (novice level acceptable)
• -Informal translation from English to Spanish
• -Excellent English phone and email communication skills
• -Familiarity with Google email and Google calendar
• -Strong attention to detail with zero tolerance for grammatical errors

Role Overview: As a Client Service Assistant, you will play a pivotal role in our team, primarily responsible for contacting carriers, handling email correspondence, and ensuring timely completion of documents. Your tasks will include transferring information between documents, navigating carrier websites for updates, and maintaining detailed communication with your Client Service Manager. You'll also assist in various day-to-day tasks such as managing emails, creating presentations, and handling phone calls.

Responsibilities:

• -Act as the primary point of contact for clients, delivering exceptional customer service and nurturing strong relationships
• -Analyze client's needs and objectives to effectively advocate the value of our products and services
• -Collaborate with internal teams to ensure client satisfaction and successful project implementation
• -Conduct market research to identify potential clients and develop strategies for business expansion
• -Utilize CRM software to track client interactions and manage accounts
• -Provide comprehensive support to clients throughout the sales process, from initial engagement to post-sales assistance

Requirements:

• -Previous experience in sales, account management, or customer service preferred
• -Strong analytical skills to grasp client requirements and market dynamics
• -Excellent communication and interpersonal skills for effective client and team interaction
• -Knowledge of the financial services industry is advantageous
• -Familiarity with SaaS products and project management principles is a plus
• - Health and Life insurance license preferred

Join Our Team: We offer competitive compensation packages, including salary and benefits, along with ample opportunities for professional growth. If you're ready to contribute to our industry-leading team and embark on a fulfilling career journey, we invite you to apply today.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)
• Health Insurance: 1 year (Preferred)

License/Certification:

• Health Insurance License (Preferred)

Work Location: Hybrid remote in Moorpark, CA 93021