Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team.
Job Title: Customer Service Representative
Location(s): Birmingham, AL
The dedicated customer service professional is responsible for providing outstanding service to most high-profile agents.
The Client Service Assistant will be responsible for managing client service requests, helping to prepare for client meetings, handling new business processing, and other general administrative duties as assigned.
The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills.
The customer service professional will respond to a variety of needs to support the agent.
Communication to internal departments, vendors and customers/clients will be required.
Key Responsibilities:
Meet client service needs in the role of a support staff to the financial professional.
Assist with preparing for client appointments, including putting together client paperwork, applications, and marketing materials.
Within regulatory guidelines process applications for life insurance, long-term care insurance, individual disability insurance, etc.
Track open cases to completion and follow up as needed with the underwriting department and/or clients.
Liaison with the service center on all service/account issues and follow up on a timely basis to resolve.
Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, updating client records, new business opportunities.
Electronic client correspondence (i.e., birthday notifications, vacation notifications, client mass e-mails).
Manage agent(s) calendar to include updating, maintaining, and scheduling client appointments and other office meetings.
Client event planning, coordination, and follow-up.
Skills:
Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems.
Dedicated commitment to providing superior customer service with a focus on quality.
Must work well individually and as a team player.
Superior attention to detail with strong organizational skills.
Ability to prioritize, multitask and thrive in a fast-paced environment.
Ability to formulate creative ideas and to analyze, evaluate, and follow through on assigned tasks.
Excellent listening, oral, and written communication skills.
Be ethical, have a positive attitude, show empathy, and maintain a professional appearance.
Ampcus is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, age, protected veterans or individuals with disabilities.
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