Client Services Representative Job at Tristar Insurance
To manage accounts of regionally assigned programs supporting the Claims - Branch Managers; including monitoring procedures and processes that impact customer satisfaction; and to ensure consistency in service delivery.
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DUTIES AND RESPONSIBILITIES:*
- Manages essential account set-up functions for new and existing clients
- Generate and deliver standard and ad-hoc reports
- Continually monitors TRISTAR’s service to assigned client accounts
- Assists the Area/Branch Managers in the renewal process Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations, finance and business development.
- Managing client relationships among many clients at once
- Resolves all customer service issues.; identification of proactive solutions
- Coordinating claim reviews
- Provides broker requests for information.
- Ensures compliance with all applicable Quality initiatives.
- Good knowledge of customer service in one of the following: workers compensation and liability claims management.
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EQUIPMENT OPERATED/USED: *Computer, fax machine, copier, printer and other office equipment.
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SPECIAL EQUIPMENT OR CLOTHING: *Appropriate office attire
QUALIFICATIONS REQUIRED:
Education: High School Diploma or GED required: Bachelor’s degree in related field (strongly preferred) or equivalent combination of education and experience.
Experience: Must have minimum of three to five years of experience to include the following: previous adjuster experience and or customer service experience
Preferred Skills
- Excellent oral and written communication skills, including presentation skills
- Proficient in Microsoft Office products, Excel, PowerPoint
- Technical presentation knowledge (pie charts, plot lines, bar graphs, pivot tables)
- Strong CRM software experience
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Excellent negotiation and facilitation skills
- Ability to work independently and in a team environment
- Excellent account rounding ability
- Strong understanding of workers’ compensation or, liability claims management
- In-depth knowledge of client servicing
- Ability to handle conflict and confront challenging issues in a fast work environment
- Ability to meet or exceed Performance Competencies
Location: 4000 Kruse Way Pl Bldg 1 Ste 300, Lake Oswego, OR 97035
Job Type: Full-time
Pay: $55,000.00 - $72,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: Remote
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