Client Service Associate

apartmentRobert Half placeBoston calendar_month 

We are offering a short term contract employment opportunity in Boston, Massachusetts for a Client Service Associate. The role is in the industry and requires a high level of organization and attention to detail. As a Client Service Associate, you will be tasked with managing client communications, handling data entry, and maintaining accurate client records.

Responsibilities:

  • Respond to incoming calls from clients and brokers
  • Manage the distribution of incoming mail, including date stamping and photocopying
  • Handle the processing of incoming checks and check requests
  • Enter client data into the computer system and issue/send policies to clients/brokers
  • Issue policies and finance agreements, including transmittal to clients and companies
  • Generate certificates of insurance
  • Create and maintain client files, including the central pending file system
  • Issue new prospect/renewal letters
  • Update and maintain the database
  • Complete Underwriting Evaluation forms
  • Assist in the production of reports
  • Carry out additional duties as assigned, including photocopying and typing
  • Participate in special projects as assigned • Proven experience as a Client Service Associate or similar role.
  • Familiarity with switchboard operations, specifically handling 1-10 lines.
  • Excellent communication and interpersonal skills.
  • Ability to handle multiple tasks and prioritize work effectively.
  • Strong problem-solving skills and ability to make quick decisions.
  • Good knowledge of customer relationship management (CRM) tools.
  • Strong organizational skills and attention to detail.
  • Ability to work well in a team environment.
  • High level of professionalism and a customer-focused attitude.
  • Willingness to continuously improve and learn new skills.
  • Ability to handle client issues patiently and efficiently.
  • Proficiency in Microsoft Office Suite.
  • A Bachelor's degree in Business Administration or related field is preferred.
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