Southwestern Consulting · 4 months ago
Client Service Representative I
Nashville, TN, US
Full-time
Onsite
Entry Level
1+ years expSouthwestern Consulting is seeking a Client Service Representative I to ensure the day-to-day success of client relations and processes. This role involves assisting with claims, policy changes, and billing issues while providing excellent customer service and supporting the sales team with various administrative tasks.
ConsultingInformation Technology
Responsibilities
Responsible for the day-to-day success of client relations and processes
Assist with claims, policy changes, and billing issues
Responsible for preparing and sending documents to customers and mortgage companies
Maintain and nurture client relationships
Provide outstanding customer service to clients by promptly responding to inquiries through various channels, including phone, email, and text
Support client onboarding and retention to guarantee a positive customer experience
Interact with clients, provide responses to inquiries, handle overall service of existing accounts, and resolve any challenges
Contact clients at time of renewal to ensure established client retention rates are consistently achieved
Support the sales team by assisting with various administrative tasks
Utilize Rating and CRM System to efficiently manage client interactions, policy quotes, and documentation
Actively promote and sell insurance products to existing and prospective clients, utilizing persuasive and consultative sales techniques
Meet or exceed individual sales targets and key performance indicators (KPIs) on a consistent basis
Perform other duties as assigned
Qualification
Required
High School diploma or equivalent. Bachelor's degree preferred
1 year of property and casualty insurance experience
Property and Casualty License preferred
Experience using CRM
Proficient in Microsoft Office Suite
Competent with product knowledge and able to communicate insurance policy details, terms, and coverage recommendations to clients
Strong customer satisfaction and organizational skills
Able to maintain a pleasant and professional attitude with team members and all visitors
Able to be flexible and calm during high visitor traffic
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrates flexible and efficient time management and ability to prioritize workload
Ability and willingness to move with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintains confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Be positive, charismatic, motivating, and engaging
Attend training as requested
Company
Southwestern Consulting
Southwestern ConsultingTM, a Southwestern company, consists of specialist practices that support clients in every aspect of sales.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Michels
Co-Founder / Senior Consultant
Tim Nowak
Chief Financial Officer
Recent News
Nashville Business Journal
2025-01-24
Company data provided by crunchbase