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Renovate America
San Diego, CA, United States
Position Overview The Support Specialist provides operational/transactional support to all Renovate America customers (contractors, property owners, lenders, municipal partners, and internal field sales); offering full lifecycle support (Underwriting > Post Application Activities > Closing > Post Funding) for customer interactions delivered via a C
Job Source: Renovate AmericaVervecloud
San Diego, CA, United States
Description Verve Cloud Inc., a top provider of cloud-based VoIP systems, and business-class Internet is looking for our next Tech savvy team member. If you are passionate about a Field Tech career, come join us. Verve has an award winning culture named BEST PLACES TO WORK 2019-2022, GREAT PLACES TO WORK 2020-2022 AND FORTUNE BEST SMALL & MEDIUM WO
Job Source: VervecloudIPS Group Inc
San Diego
Job Description Job Description Company : IPS Group, Inc. is a design, engineering and manufacturing company focused on low power wireless telecommunications and parking technologies. IPS manufactures its products locally and has been delivering world-class solutions to the telecommunications and parking industries for over 20 years. The company
Job Source: IPS Group IncVets Hired
San Diego, CA, United States
About the job Client Specialist Associate Job Description You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This r
Job Source: Vets HiredThe Culture Insurance Group
San Diego, CA, United States
Job Description Job Description CLIENT SERVICE SPECIALIST You have the opportunity to help grow exceptional workplace cultures both in our office and with our clients! We work with small to mid-sized employers, ranging from 2 to 2,000 employees who are interested in attracting & retaining the best talent with great employee benefits. As a CLIENT
Job Source: The Culture Insurance GroupIPS Group
San Diego, CA, United States
Company : IPS Group, Inc. is a design, engineering and manufacturing company focused on low power wireless telecommunications and parking technologies. IPS manufactures its products locally and has been delivering world-class solutions to the telecommunications and parking industries for over 20 years. The company is best known for their patented
Job Source: IPS GroupEthos Veterinary Health
San Diego, CA, United States
Veterinary Specialty Hospital (VSH) by Ethos Veterinary Health is looking full-time Client Care Specialist to join our team. The pay range for this position is $20.50-$23.00 per hour. Compensation is negotiable based on education, experience, and other relevant credentials. About Veterinary Specialty Hospital: At VSH our mission is to advance the
Job Source: Ethos Veterinary HealthIPS Group
San Diego, CA, United States
Company : IPS Group, Inc. is a design, engineering and manufacturing company focused on low power wireless telecommunications and parking technologies. IPS manufactures its products locally and has been delivering world-class solutions to the telecommunications and parking industries for over 20 years. The company is best known for their patented
Job Source: IPS GroupSan Diego, CA, United States
Overview
Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accurately and within specified parameters and guidelines. Is expected to utilize critical thinking skills to resolve issues and de-escalate client interactions, escalating to management when appropriate. Provides recruiting and marketing support by maintaining materials, compiling data, and submitting sources for candidate recruiting and lead opportunities. Partners with Agency and Sales Management teams to support the overall goals of the office. Works with minimal supervision and is makes an established range of decisions.
Responsibilities
Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary. Reviews, researches and resolves policy data to satisfy inquiries received via inbound and outbound phone interactions, written correspondence or walk-in office visits. Collaborates with various departments as needed and escalates to management when necessary.
Supports the Agency by identifying marketing and recruiting event opportunities. Identifies cross-selling opportunities and submits potential sales leads during client interactions and within natural markets utilizing tailored approaches. Maintains updated and compliant marketing materials and supplies to support Financial Reps' and Agency business needs.
Champions proactive client retention processes by identifying client's suggestions for improvement and making recommendations to management. Facilitates the conservation program by contacting the client for payment options and partnering with sales associates and management to conserve policies.
Maintains accurate information and documentation within various systems including I3 phone systems and Customer First Platform, as well as product information and procedural knowledge.
Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives.
Fosters a culture within the Agency that promotes open communication, integrity, professionalism, teamwork and a sense of urgency.
Prepares and delivers bank deposit transactions to assigned branch and balances office cashbook and bank account accurately per premium processing guidelines.
Performs other duties as assigned by management.
Qualifications Possesses excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between field and home office in a clear and concise manner.
Demonstrated experience in customer service, identifying client problems/issues, providing and initiating effective solutions. Able to effectively articulate information to clients in an empathetic and understanding manner to resolve customer concerns/inquiry.
Ability to prepare correspondence, reports, and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
Demonstrated ability coordinating multiple assignments and completing assigned tasks accurately and on a timely basis, including managing large amounts of diverse information and documentation.
Possesses and displays a strong attention to detail.
Demonstrated ability to effectively interact and communicate with all stakeholders.
Must provide examples from work experience demonstrating commitment to accuracy associated with high volumes of work and/or multiple duties with flexibility to meet department and customer needs.
Work Setting Works in an office setting and frequently requires being in a stationary position for long periods of time while working at a desk, on a computer, or with other standard office equipment.
This position will frequently move around the office to access file cabinets, office machinery, etc. While accessing file cabinets, this position will frequently use upper extremities to reach by extending hands and/or arms in any direction.
Performs frequent movement of wrists, hands and fingers for continuous computer work.
Educational Requirements Some college or commensurate experience preferred.
Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing, spreadsheet and database applications.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) None
Position Demands Extended hours required during peak workloads or special projects.
Reliable transportation.
Willingness to travel as needed and occasionally to areas outside the territory normally assigned.
Client Support Specialist jobs in San Diego, CA, United States
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