Client Support Associate
Core
Assisting clients with insurance inquiries, guiding them through policy matters, and communicating renewals.
Role type
Client Support Associate
Builds
Insurance policy services and client support
Domain
Insurance / Specialty Insurance
Deliverable
client delivery
Required skills
Client communication, Policy administration, Record management, Cross-selling, Insurance terminology knowledge, Team collaboration
Preferred skills
Insurance industry experience, Customer service experience, CISR certification
Technologies
CRM systems, Communication channels (phone, email, virtual meetings)
Responsibilities
Address client inquiries and resolve issues, Guide clients through policy adjustments and explain coverage details, Communicate policy renewals and premium changes, Maintain accurate client records, Identify cross-selling opportunities, Educate clients on insurance updates and features
Seniority
Entry-level to Junior