client representative

World Insurance Associates, LLC

<div>Company Overview 
World Insurance Associates (&ldquo;World&rdquo;) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. 
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions. 
 
Position Summary 
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. 
 
Primary Responsibilities<ul><li>
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.</li><li>
Set up and maintain accurate account details, contacts, and policy information in EPIC</li><li>
Attach, organize, and name documents in EPIC</li><li>
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.</li><li>
Endorse policy in EPIC</li><li>
Create activities in EPIC and assign applicable team-member.</li><li>
Order loss runs</li></ul>
 
Work Experience<ul><li>
0-2 years&rsquo; experience in Commercial Property and Casualty</li></ul>
 
Professional Licenses/Certifications<ul><li>
Licensed or obtaining state Property &amp; Casualty insurance license within a specified time frame</li></ul>
 
 Essential Skills/Competencies<ul><li>
Knowledge of Excel, Word, and other MS Office products to include basic formatting</li><li>
Able to learn coverage fundamentals.</li><li>
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.</li><li>
Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.</li><li>
Strong written, oral, and interpersonal communication skills.</li><li>
Able to follow a well-established and familiar set of activities and/or process to derive a solution.</li><li>
Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.</li><li>
Works to achieve stated objectives and delivers results at the close direction of a senior team member.</li></ul>
 
Education<ul><li>
HS Diploma or equivalent</li></ul>
 
Physical Demands &amp; Working Conditions 
 Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 
 
Equal Employment Opportunity 
 At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
 
To Executive Search Firms and Staffing Agencies 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&rsquo;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&rsquo;s Human Resources Talent Department. 
 
#LI-HZ1
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Commercial Lines Associate Client Representative

<div>Company Overview 
World Insurance Associates (&ldquo;World&rdquo;) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. 
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions. 
 
Position Summary 
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. 
 
Primary Responsibilities<ul><li>
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.</li><li>
Set up and maintain accurate account details, contacts, and policy information in EPIC</li><li>
Attach, organize, and name documents in EPIC</li><li>
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.</li><li>
Endorse policy in EPIC</li><li>
Create activities in EPIC and assign applicable team-member.</li><li>
Order loss runs</li></ul>
 
Work Experience<ul><li>
0-2 years&rsquo; experience in Commercial Property and Casualty</li></ul>
 
Professional Licenses/Certifications<ul><li>
Licensed or obtaining state Property &amp; Casualty insurance license within a specified time frame</li></ul>
 
 Essential Skills/Competencies<ul><li>
Knowledge of Excel, Word, and other MS Office products to include basic formatting</li><li>
Able to learn coverage fundamentals.</li><li>
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.</li><li>
Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.</li><li>
Strong written, oral, and interpersonal communication skills.</li><li>
Able to follow a well-established and familiar set of activities and/or process to derive a solution.</li><li>
Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.</li><li>
Works to achieve stated objectives and delivers results at the close direction of a senior team member.</li></ul>
 
Education<ul><li>
HS Diploma or equivalent</li></ul>
 
Physical Demands &amp; Working Conditions 
 Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 
 
Equal Employment Opportunity 
 At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
 
To Executive Search Firms and Staffing Agencies 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&rsquo;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&rsquo;s Human Resources Talent Department. 

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Creative Path Florida

We are a professional, on-site service provider dedicated to delivering exceptional customer interactions on behalf of our clients. Our company partners with a diverse range of clients across various service sectors, representing them directly. As part of our Client Service Representative team, you will engage with customers in person to understand their needs, provide tailored solutions, and drive service adoption. If you're personable, motivated, and excel in both client service and in-person sales, we invite you to apply for the Client Service Representative role in the Florida market.Client Service Representative Responsibilities<ul><li>Meeting customers face-to-face to introduce, explain, and deliver the services of our clients.</li><li>Providing top-tier, in-person customer support by greeting customers, listening to their needs, answering questions, and building trust.</li><li>Presenting sales service options, explaining their features and benefits, and guiding customers to make informed decisions.</li><li>Assisting with sales order processing, scheduling follow-up appointments, and ensuring accurate data entry.</li><li>Maintaining a professional appearance and demeanor while upholding the brand reputation of both our company and our clients.</li><li>Reporting activity in real time, monitoring your schedule, and coordinating logistics to meet sales and performance goals.</li><li>Collaborating with fellow Client Service Representatives and the sales team to share best practices and improve customer engagement strategies.</li></ul>Client Service Representative Qualifications<ul><li>Strong communication and interpersonal skills to effectively engage with customers in person.</li><li>Previous experience in client services or sales is preferred.</li><li>The ability to work independently, manage your schedule, and execute assigned tasks with precision and professionalism.</li><li>A polished and courteous demeanor in client-facing settings.</li><li>A valid driver&rsquo;s license and reliable transportation.</li></ul>Job Type: Full-timePay: $55,000.00 - $60,000.00 per yearWork Location: In person

Client Service Representative

Magna Legal Services

About Us:Magna Legal Services provides end-to-end legal support services to law firms, corporations, and governmental agencies throughout the nation. As an end-to-end service provider, we can provide strategic advantages to our clients by offering legal support services at every stage of their legal proceedings.Job Description:Job Title: Records Client Services RepresentativePosition Summary:Magna Legal Services is seeking a Records Representative to join our Client Services team! We are looking for someone who can work well independently, has natural problem-solving skills, and outstanding interpersonal skills. Our ideal candidate is highly reliable and has a desire to both learn and grow in a legal services setting.Key Responsibilities<ul><li>Research and diagnose procedural issues and exceptions for our clients.</li><li>Client communication, responding to all emails and inquiries in a timely manner.</li><li>Communicate effectively to high profile clients, challenging clients, witnesses, and team members.</li><li>Navigate software, web portals, and digital filing systems.</li><li>Maintain a calendar system for follow-up with recurring and ongoing tasks.</li></ul>Qualifications<ul><li>Minimum 2-3 years of experience in a relevant filed, such as medical record retrieval, call center operations, customer service, collections, or a related area.</li><li>Ability to learn and understand the litigation process including documentary evidence</li><li>Strong work ethic and goal oriented.</li><li>Excellent written and oral communication abilities</li><li>Extraordinary attention to detail</li><li>Acute research abilities and deductive reasoning.</li><li>Must be able to work in a team and a fast paced environment.</li><li>Proficient in MS Office software and saving/manipulating PDFs (opening, editing,</li><li>combining) (Adobe, Nitro, internet, general windows tasks).</li></ul>Compensation: USD $16.00 - $20.00 per hour.An employee&rsquo;s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of the total compensation package for employees.Magna Legal Services 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 policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.Pay: $16.00 - $20.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Internet reimbursement</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Remote

Records Client Services Representative

Fuse Energy

About the RoleThe Client Success Representative supports clients throughout their lifecycle by providing timely communication, guidance, and problem resolution. This role ensures clients feel supported, informed, and confident in the services they receive. It&rsquo;s ideal for someone who is proactive, organized, and committed to delivering an excellent client experience.Responsibilities<ul><li>Serve as a primary point of contact for client questions, requests, and support needs</li><li>Respond to inquiries via email, chat, or messaging platforms</li><li>Guide clients through onboarding, setup, and ongoing service processes</li><li>Provide clear explanations, instructions, and updates to clients</li><li>Track client progress and follow up on outstanding tasks or issues</li><li>Escalate technical or complex matters to internal teams when necessary</li><li>Maintain accurate client records and update internal systems</li><li>Identify opportunities to improve client satisfaction and retention</li><li>Prepare client summaries, status updates, and basic reports</li><li>Support general administrative and operational tasks as needed</li></ul>Required Qualifications<ul><li>1&ndash;2 years of experience in client success, customer service, or account support</li><li>Strong written and verbal communication skills</li><li>Excellent organizational and time‑management abilities</li><li>Ability to multitask and work independently in a remote environment</li><li>Comfortable using CRM systems, communication tools, and workflow platforms</li><li>Reliable internet connection and computer access</li></ul>Preferred Qualifications<ul><li>Experience supporting clients in service‑based or subscription‑based industries</li><li>Familiarity with remote communication tools and ticketing systems</li><li>Strong attention to detail and problem‑solving skills</li><li>Ability to build rapport and maintain long‑term client relationships</li></ul>Work Environment<ul><li>Fully remote position</li><li>Flexible scheduling depending on business needs</li><li>Supportive and collaborative team culture</li><li>Opportunities for growth within client success, account management, or operations</li></ul>Compensation<ul><li>Competitive pay based on experience</li><li>Part‑time or full‑time options available</li></ul>Thank You for ApplyingThank you for your interest in the Client Success Representative position. We appreciate your time and look forward to reviewing your application. Qualified candidates will be contacted for next steps.Pay: $29.98 - $34.87 per hourBenefits:<ul><li>Employee assistance program</li><li>Flexible schedule</li><li>Paid time off</li><li>Professional development assistance</li><li>Referral program</li><li>Work from home</li></ul>Work Location: Remote

Client Success Representative

OUTCOMES

JOB SUMMARYThe Client Support Representative delivers high-level service, support, and solutions to customers using specific tools and phone systems, teleconference tools, and remote connection. The Client Support Representative will answer a high volume of calls from our clients.ESSENTIAL DUTIES &amp; RESPONSIBILITIESCustomer InteractionRespond promptly and professionally to inbound calls and other communication channels. Provide accurate and relevant information to clients regarding products, programs, and services. Address client inquiries and concerns with a customer-centric approach.Issue Resolution<ul><li>Identify and troubleshoot client issues, escalating them appropriately when necessary.</li><li>Utilize a ticketing system to efficiently manage and track client concerns adhering to documentation standards.</li><li>Offer effective and timely solutions to meet client needs.</li></ul>Product Knowledge<ul><li>Maintain a comprehensive understanding of the company's products, programs, and services.</li><li>Stay informed about updates and changes in offerings to assist clients effectively.</li><li>Utilize and maintain product knowledge base.</li><li>Submit Knowledge Base articles to be verified by Senior Staff, and revise when needed per KPI.</li></ul>Process Adherence<ul><li>Adhere to standard processes and procedures in handling client interactions.</li><li>Ensure compliance with established protocols for issue resolution</li></ul>Team Collaboration<ul><li>Collaborates effectively with internal teams to gather information, resolve customer issues and enhance the overall client experience.</li><li>Communicate regularly with team members to share insights and updates.</li></ul>Documentation<ul><li>Accurately record and document client interactions and resolutions.</li><li>Keep detailed and organized records for reference and reporting purposes.</li></ul>Client Retention<ul><li>Offer alternative solutions when appropriate with the goal of retaining clients' business.</li><li>Analyze client needs and recommend relevant features to enhance their experience.</li></ul>Continued Development<ul><li>Stay current with industry information, changes, and updates to provide informed support.</li></ul>Adaptability<ul><li>Demonstrate flexibility and adaptability in a dynamic and evolving client support environment.</li></ul>Ad-hoc Support<ul><li>Assist with additional support-related tasks and participate in Ad-Hoc projects as needed.</li></ul>KNOWLEDGE &amp; REQUIREMENTS<ul><li>Experience in a technical call center environment preferred.</li><li>Certified Pharmacy Technician preferred.</li><li>Ability to handle difficult client interactions and deescalate a situation using excellent listening and communication skills to relate to the client and resolve their issue effectively.</li><li>Ability to evaluate and analyze problems or tasks from multiple perspectives; adaptively employ problem solving methods to find creative or novel solutions; use logical, systematic, and sequential processes to solve problems.</li><li>Communicate ideas, thoughts, and facts in writing using proper grammar, spelling, document formatting and sentence structure</li></ul>EDUCATION &amp; EXPERIENCE REQUIREMENTS<ul><li>Minimum years of work experience: 2 years</li></ul>o Experience working with healthcare professionals in a fast-paced clinical setting<ul><li>Minimum level of education or education/experience: High School Diploma</li></ul>o A minimum of a High School Diploma or G.E.D.; Preferred: A Bachelor&rsquo;s degree in arelated field from an approved and accredited college or university.Pay: $22.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) 4% Match</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Vision insurance</li></ul>License/Certification:<ul><li>CompTIA A+ (Preferred)</li></ul>Ability to Commute:<ul><li>Orlando, FL 32809 (Required)</li></ul>Work Location: In person

Client Support Representative

Abbott

<div>Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 115,000 colleagues serve people in more than 160 countries.
Client Services Representative
Working at Abbott
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You&rsquo;ll also have access to:<ul><li>
Career development with an international company where you can grow the career you dream of.</li><li>
Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year</li><li>
An excellent retirement savings plan with high employer contribution</li><li>
Tuition reimbursement, the Freedom 2 Save student debt program and FreeU education benefit - an affordable and convenient path to getting a bachelor&rsquo;s degree.</li><li>
A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.</li><li>
A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.</li></ul>
The Opportunity
Our location in Richmond, VA currently has an entry-level opportunity for a Client Service Representative. This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics&rsquo; image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a full-time position in office only with a compensation of $18/hour
Shift: Monday - Friday 9:00 AM - 6:00 PM EST
What You&rsquo;ll Work On<ul><li>
Demonstrate drive to provide outstanding customer service with clear verbal and written communications</li><li>
Answer phones, research questions, and document all customer interactions</li><li>
Flexibility to operate in several systems or platforms and balance tasks throughout the workday</li><li>
Ability to multitask in handling customers on various reporting platforms</li><li>
Fostering a customer service culture that strives for 100% customer satisfaction</li><li>
Strong computer skills on various computer systems</li><li>
Positive and helpful attitude</li><li>
Punctuality and attendance</li><li>
Initiative and attention to detail</li><li>
Flexible work schedule (shifts run from 8 am EST through 8 pm EST)</li></ul>
Required Qualifications<ul><li>
A high school diploma or GED</li><li>
Strong verbal and written communication skills</li><li>
Problem-solving skills</li><li>
Self-disciplined and self-sufficient</li></ul>
Preferred Qualifications<ul><li>
+3 years of Customer Service experience</li><li>
A four-year degree from an accredited college or university is strongly preferred</li><li>
Call center experience strongly preferred</li><li>
Worked in a metrics-driven environment</li></ul>
Apply Now
Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: www.abbottbenefits.com
Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at www.abbott.com, on Facebook at www.facebook.com/Abbott and on Twitter @AbbottNews. 
The base pay for this position is $17.00 &ndash; $34.00 per hour. In specific locations, the pay range may vary from the range posted.</div>

Client Services Representative

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Client Services Representative