Job Closed

This listing is no longer active.

Distinguished Programs logo
Distinguished Programs

We're a National Program Administrator, serving brokers with specialized coverages.

Client Services Advocate

Client Services RepresentativeClient ServicesOtherRemoteMid LevelTeam 201-500Since 1987H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

159 days ago

Salary

$45K - $55K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Client Services Advocate

Distinguished Programs

• Serves as primary service contact to ensure superior customer experience & manage inbound emails and phone calls to resolve inquiries and troubleshoot. • Provide best in class customer service to internal and external customers, executing follow-through to achieve first contact resolution and improve next call avoidance. • Maintain a knowledge base of general insurance concepts and terms and understand strategy, territory appetite and key agent partners to achieve growth and profitability goals. • Assist in recommendations and enhancements to continually improve the customer experience (workflow, systems, knowledge) to increase efficiency and minimize misdirected calls and emails. • Supports renewal activities; renewal issuance, endorsement/document request, claim reviews, file documentation, handles legal notice requests and inquiries and evaluation of loss control reports. • Updates work management system statuses throughout the cycle of the policy and monitors work in queue & maintain diligent record keeping of disposition of inbound inquiries. • Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment & building report, credibility, and trust. • Demonstrates working knowledge of underwriting systems, workflows, procedures, and compliance rules and underwriting guidelines.

Job Requirements

  • Minimum of 2 years' experience in a customer service or support role in commercial/personal lines.
  • Bachelor’s degree or equivalent combination of education and experience.
  • Property and Casualty insurance license preferred (6 months preparation time permitted).
  • Strong attention to detail, time management and decision-making skills.
  • Ability to work effectively independently and within a collaborative team-oriented environment using sound judgment in decision-making.
  • Excellent communication skills, both verbal and written, including the ability to listen and then to respond appropriately.
  • Customer Service Oriented!
  • Promote teamwork and organizational success, while accepting accountability and ownership, celebrating successes, and learning from past mistakes.
  • Must be self-driven, detail-oriented, comfortable in a growing ever-changing organization, and have strong organizational skills including time-management and prioritization.
  • Some travel may be required sometimes.

Benefits

  • Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day).
  • Great healthcare coverage including Medical, Vision, and Dental.
  • 401k with company match. Immediately 100% vested.
  • Life, AD&D, Critical Illness, Accident, and Disability (short-term & long-term) insurance.
  • Growth and development opportunities.
  • Work-Life Balance and wellness benefits with generous time off policy including PTO and paid holidays.
  • Dependent Care FSA, Healthcare FSA, Virtual Telemedicine, Employee Discount Programs, Paid Parental Leave, HSA, HRA, Commuter/Transit FSA, and a Sabbatical every 7 years.

Related Job Pages

More Client Services Representative Jobs

OtherRemoteTeam 201-500

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description If building an additional income stream on your own schedule sounds exciting, this role may be a great fit. We're looking for motivated, resourceful individuals who enjoy helping others plan memorable trips and experiences — while developing skills, confidence, and long-term potential working from home. This opportunity works especially well for: - stay-at-home parents - gig workers (DoorDash, Instacart, Uber, etc.) - side-hustle seekers - self-starters who like learning and networking No prior industry experience is required — training and guidance are provided. Responsibilities - Assist clients with quotes, reservations, and itinerary planning - Research destinations, suppliers, and available promotions - Provide recommendations to enhance client experiences - Use online platforms and booking tools (training provided) - Build relationships and encourage repeat business - Stay informed on travel trends, policies, and updates Requirements - Must be 18 years or older - Reliable internet access and a computer or smartphone - Strong communication and people skills - Coachable, curious, and self-motivated - Comfortable working independently and managing your own time Benefits - Work remotely from anywhere in the U.S. - Flexible scheduling — ideal for part-time or side income - Ongoing mentorship, training, and team support - Opportunities for growth and professional development - Access to select industry perks and discounts (where available)

United States
Job Closed
OtherRemoteTeam 5,001-10,000Since 2000H1B Sponsor

• Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform • Resolves team escalations, documents procedures and identifies areas for process improvement • Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication • Acts in a pro-active manner with assigned clients and builds relationships to ensure retention • Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues • May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed • Performs under pressure with minimal direction • Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy • Focuses on learning in everyday activities and events • Collaborates with and openly shares knowledge with colleagues.

North Carolina + 1 moreAll locations: North Carolina | Pennsylvania
Job Closed
OtherRemoteTeam 2-10

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We know that the world is filled with incredible destinations waiting to be explored, and we're here to make those journeys extraordinary. We're seeking a passionate and detail-oriented individual to join our team as a Remote Travel Advisor. If you have a love for leisure travel, a knack for crafting memorable experiences, and the desire to create dream vacations, we invite you to embark on a unique journey with us. This is fully remote and we provide training. - Client-Centric Excellence: Deliver exceptional customer service by understanding clients' desires and crafting personalized resort and cruise experiences that go above and beyond their expectations. - Travel Insight: Stay up-to-date on the latest trends in resort and cruise travel, sharing your knowledge and excitement to inspire clients. - Tailored Escapes: Craft customized vacation packages, combining resort stays, cruise adventures, onshore activities, dining, and more to create seamless, unforgettable journeys. - Booking Expertise: Manage all reservations, from cruise bookings and resort accommodations to transfers and shore excursions, ensuring each detail is meticulously organized. - Solutions Navigator: Seamlessly handle any travel challenges, providing quick, creative solutions to keep clients' vacations running smoothly. - Elevated Experiences: Suggest distinctive enhancements and unique experiences that elevate each resort stay and cruise adventure to the extraordinary. Qualifications - Leisure Travel Enthusiast - A deep passion for resort getaways, cruise adventures, and the desire to inspire others to explore the world. - Effective Communication - Strong written and verbal communication skills, with an emphasis on active listening and clear articulation. - Client Focus - A commitment to providing exceptional service and exceeding client expectations. - Organized Precision - The ability to manage multiple client requests and bookings with meticulous attention to detail. - Remote Work Proficiency - Comfortable working efficiently in a remote work environment. Benefits - Full training and support - Work remotely, allowing you to achieve work-life balance. - A supportive and collaborative team that values your contributions. - Exclusive travel perks and discounts for your own remarkable getaways. - IATA cards provided for qualified agents

United States
45K - 65K / year
Job Closed
OtherRemoteTeam 10,001+H1B No Sponsor

• Oversees and manages client relationships with Physician Billing Services (PBS) in all areas of the Revenue Cycle. • Coordinates responses to client concerns/issues effectively with the PBS Management team. • Coordinates all on-boarding activities related to the revenue cycle for new providers. • Functions as the primary point of contact for the client to front-end revenue cycle issues. • Works collaboratively with coding/compliance departments to ensure providers are receiving appropriate training and feedback. • Participates in monthly management meetings to organize, coordinate and enhance service functions.

California
$98.3K - $172.1K / year
Job Closed