client relation specialist

DRL Marketing Management

<div><p><b>Job Overview</b><br>
We are seeking confident and target-driven Portfolio Representatives (Hindi and English required) to join our team. The ideal candidate will be comfortable with high-volume outbound calling, engaging customers effectively, and converting leads into successful sales.</p><div><b>
Key Responsibilities</b><br>
<ul><li>Make high-volume outbound sales calls to prospective customers</li><li>Persuade and influence clients through strong pitch delivery and objection handling</li><li>Identify customer needs and recommend suitable products or services</li><li>Convert inquiries and warm leads into successful sales</li><li>Assist clients with account opening and first deposit</li><li>Maintain accurate records of customer interactions in the CRM</li><li>Build rapport with customers using a professional and energetic communication style</li><li>Achieve and exceed assigned sales targets</li></ul></div><div><b>
Requirements</b><br>
<ul><li>Fluent Hindi speakers only</li><li>1&ndash;2 years of experience in relation manager, Portfolio Manager, Retention Specialist</li><li>Strong verbal and written communication skills</li><li>Ability to multitask and manage time efficiently</li><li>Target-oriented with a customer-focused approach</li><li>Ability to work in a fast-paced sales environment</li></ul></div><p><b>
Job Details</b><br>
Location: UAE<br>
Employment Type: Full-Time<br>
Availability: Immediate Joiners Only</p><div><b>
Salary &amp; Benefits</b><br>
<ul><li>AED 4500 basic salary + Performance-based incentives</li><li>Work visa provided</li></ul></div></div>

Client Relation Specialist

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

Tribeca Veterinary Dentistry & Oral Surgery

<p><i>Tribeca Veterinary Dentistry &amp; Oral Surgery| Part-Time &rarr; Full-Time Growth Opportunity</i></p><p>Locally Based Candidates Preferred</p><p>We are a veterinary hospital that specializes in dentistry and oral surgery seeking a compassionate, detail-oriented <b>Client Service Representative (CSR)</b> to join our team.</p><p>This position will begin on a part-time basis, with the opportunity to transition into a full-time role. For an individual with the right mindset, strong work ethic, and desire to grow with the practice, there is also potential for advancement into an office managerial position as hospital needs evolve.</p><p><b>About Us</b></p><p>Our hospital focuses exclusively on advanced dental and oral surgical care for small animal companions. In addition to our board-certified veterinary dental specialist, our team includes a board-certified anesthesiologist, and close collaboration with a board-certified cardiologist to ensure the highest level of safety and care for our patients. We pride ourselves on providing a high level of client communication, education, and support throughout the treatment process.</p><p>As a CSR, you are the first point of contact for our clients and play a vital role in creating a welcoming, supportive experience for both pets and their owners. Strong communication skills, attention to detail, and professionalism are essential.</p><p><b>Position Overview</b></p><p>We are looking for someone who is warm, organized, and comfortable in a medically focused environment.</p><p><b>Preferred Qualifications</b></p><ul><li>Experience in veterinary medicine (CSR, assistant, technician, etc.)</li><li>Comfort with medical terminology (dental knowledge is a plus)</li><li>Bilingual communication skills</li><li>Strong organizational and multitasking abilities</li><li>Familiarity with social media platforms (Instagram, TikTok, Facebook, etc.)</li><li>Professional communication and client support skills</li><li>Locally based</li></ul><p><b>Responsibilities</b></p><ul><li>Client communication and appointment coordination</li><li>Scheduling procedures and consultations</li><li>Assisting with intake and discharge processes</li><li>Managing phone and email correspondence</li><li>Processing invoices and maintaining records</li><li>Supporting overall hospital flow</li><li>Assisting with light social media coordination (education posts, updates, etc.)</li></ul><p><b>Growth Opportunity</b></p><p>This role is designed to <b>start part-time</b> with the potential to transition into a <b>full-time position</b> for the right candidate.</p><p><b>How to Apply</b></p><p>Please submit your resume along with a brief introduction about your background and interest in specialty veterinary dentistry.</p><p>Job Type: Part-time</p><p>Pay: $20.00 - $28.00 per hour</p><p>Work Location: In person</p>

Client Service Representative (Specialty Practice)

<div>
 <p>
  <strong>
   Turkmen- Speaking Client Relations Manager
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Role:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are looking for passionate and self-motivated professionals to join our Client Relations team and provide high quality of client service to clients. This is a great opportunity to be part of a fast-paced and dynamic environment with learning and growing opportunities. Develop and maintain excellent relationships with prospective and existing clients
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The main responsibilities of the position include:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Develop and maintain excellent relationships with prospective and existing clients
  </li>
  <li>
   Responsible for activating new client leads and following up with potential clients
  </li>
  <li>
   Handle client inquiries and ensure that high level of service is provided
  </li>
  <li>
   Perform personal clientele analysis and take actions as required
  </li>
  <li>
   Stay abreast of the latest developments, products and marketing promotions that Trading Point launches and the relevant terms and conditions; and communicate them to the clients
  </li>
  <li>
   Ensure compliance with the company&rsquo;s legal guidelines and compliance procedures
  </li>
  <li>
   Provide suggestions on system enhancements
  </li>
  <li>
   Act in the best interest of the company at all times and cooperate with the rest of the Client Relations team in order to perform business development
  </li>
  <li>
   Contribute to the team effort by achieving targeted results
  </li>
  <li>
   Cooperate effectively with other departments as necessary
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Main requirements:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Degree in a business-related field.
  </li>
  <li>
   At least 3 years of customer care or sales experience. Client handling experience in the financial services sector is a definite plus.
  </li>
  <li>
   Fluent Turkmen speaker with excellent oral and written skills in Russian and English.
  </li>
  <li>
   Reliable, with integrity of character.
  </li>
  <li>
   Outstanding communication and interpersonal skills.
  </li>
  <li>
   Dynamic, innovative and target oriented.
  </li>
  <li>
   Ability to multitask and prioritize.
  </li>
  <li>
   Strong computer literacy.
  </li>
  <li>
   Valid work permit required
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Benefit from:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Attractive remuneration package plus performance related reward
  </li>
  <li>
   Intellectually stimulating work environment
  </li>
  <li>
   Continuous personal development and international training opportunities
  </li>
  <li>
   Employment visa and medical insurance
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Hiring Experience: What Awaits You
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Let&rsquo;s Connect &ndash; Intro Chat with Talent Acquisition
  </li>
  <li>
   Deep Dive &ndash; First Interview with Your Future Team
  </li>
  <li>
   Show Your Skills &ndash; Live Technical Session
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Type of employment: Full time
 </p>
 <p>
  Location: Dubai
 </p>
 <p>
  Please visit our website
  <u>
   www.xm.com/careers
  </u>
  to submit your online application for this position.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   All applications will be treated with strict confidentiality!
  </strong>
 </p>
</div>


Turkmen- Speaking Client Relations Specialist

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.
<br>
<br>
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
<br>
<br>
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
<br>
</div><div>Basic Qualifications
<br>
<ul><li>High school diploma or equivalent
</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
</li></ul></div><div>Preferred Skills/Experience
<br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up
</li><li>Ability to effectively engage and communicate with clients
</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems
</li><li>Thorough knowledge of all retail products and services
</li><li>Proven customer service and interpersonal skills
</li><li>Experience in participating in sales campaigns/promotions
</li><li>Experience with using and demonstrating digital products and self-service technologies
</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset
</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively
</li><li>Experience in the financial services industry preferred
</li></ul></div><p></p><p>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
Review our full benefits available by employment status here.
</p><p></p><p>U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Client Relationship Consultant 3 (Banker) Market Square Brookfield

Relation Insurance Services

<div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.</p><p></p><p><b>
A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
</li><li>Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
</li><li>Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
</li><li>Enters and rates policies into carrier websites and orders new policies as needed.
</li><li>Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
</li><li>Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
</li><li>Tracks claims and updates the agency management system with activity, payments, and closures.
</li><li>Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
</li><li>Order motor vehicle reports &ldquo;MVRs&rdquo; and loss runs as directed.
</li><li>Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li><li>
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li><li>
High School Diploma or equivalent.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
1+ year experience in Customer Service preferred.</li><li>
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li><li>
Working knowledge of commercial lines of coverage preferred.</li><li>
Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$15.38 - $35.58</div>

Client Service Specialist, Small Business Unit - Commercial Lines

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