Wealth Alliance Group · 1 day ago
Client Services Representative
Columbia, SC
Full-time
Onsite
New Grad, Entry LevelWealth Alliance Group is dedicated to transforming health insurance with compassion and effective solutions. The Client Services Representative plays a crucial role in ensuring an exceptional client experience by managing communications, assisting with account management, and providing administrative support.
Insurance
Hiring Manager
Alish M.
Responsibilities
Serve as a friendly and professional point of contact for client inquiries via phone and email, addressing requests or directing them to the appropriate corporate agent
Assist agents with updating CRM, production reports, complete extra help applications, and schedule appointments
Manage agent calendars, schedule client meetings, and prepare meeting materials, including scope of appointments, client data sheets, and presentation packets
Maintain and update client information and documentation in the CRM system with accuracy and confidentiality
Ensure all operational procedures and documentation comply with industry regulations and standards
Proactively track and follow up on pending items and client issues in a timely and efficient manner
Qualification
Required
Detail-oriented
Proactive
Committed to upholding the highest standards of customer service
Serve as a friendly and professional point of contact for client inquiries via phone and email
Assist agents with updating CRM, production reports, complete extra help applications, and schedule appointments
Manage agent calendars, schedule client meetings, and prepare meeting materials, including scope of appointments, client data sheets, and presentation packets
Maintain and update client information and documentation in the CRM system with accuracy and confidentiality
Ensure all operational procedures and documentation comply with industry regulations and standards
Proactively track and follow up on pending items and client issues in a timely and efficient manner
Company
Wealth Alliance Group
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase