Southwestern Family of Companies · 8 hours ago
Client Service Representative II
Nashville, TN
Full-time
Onsite
Entry, Mid Level
2+ years expSouthwestern Family of Companies is seeking a Client Service Representative II who will take full ownership of client service needs. This role involves managing communications, delivering high-level customer service, and leading client onboarding experiences while meeting service and sales-related KPIs.
IndustrialEducationConsultingTraining
Responsibilities
Responsible for full ownership of client service needs, including complex policy changes, advanced billing resolution, and claims guidance
Manage communications with clients, carriers, and third parties to guarantee timely and accurate document handling
Deliver high-level customer service across all communication channels, proactively identifying and resolving potential issues before they escalate
Lead the client onboarding experience by coordinating necessary actions and offering coverage guidance when appropriate
Conduct detailed policy reviews and renewal outreach, identifying gaps, recommending solutions, and driving strong client retention
Maintain high standards of data integrity through accurate CRM documentation and proactive account management
Support sales goals through active cross-selling and consultative conversations based on client needs
Serve as a point of escalation and guidance for Client Service Representative I’s and newer team members while offering mentorship and sharing expertise
Consistently meet or exceed service, retention, and sales-related KPIs with minimal oversight
Contribute to internal initiatives that improve workflows, enhance the client experience, or optimize team performance
Perform other duties as assigned
Qualification
Required
High School diploma or equivalent required; Bachelor's degree preferred
2 years of property and casualty insurance experience
Property and Casualty License required
Proficiency in CRM tools and the Microsoft Office Suite
Excellent organizational skills with a proven ability to manage multiple tasks
Exceptional communication and interpersonal skills to build strong client relationships
A detail-oriented, problem-solving mindset with high standards of professionalism
Self-motivated and enthusiastic with a strong work ethic
Able to thrive in a collaborative team environment and maintain a positive attitude under pressure
Comfortable working in a fast-paced setting with a strong sense of urgency
Company
Southwestern Family of Companies
Southwestern Family of Companies is an education and character development firm that provides personal, professional, and learning rewards.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Tim Nowak
Vice President and Chief Financial Officer
Tonya Denton
Executive Assistant To Chief Executive Officer
Recent News
Nashville Business Journal
2025-01-24
Company data provided by crunchbase