Client Services Representative

Job Summary

A company is looking for a Client Services Representative to provide high-quality service to clients and support internal teams.

Key Responsibilities

• Serve as the primary contact for assigned clients, ensuring proactive and consistent service experiences
• Investigate service issues, collaborate with internal teams to resolve client concerns, and implement solutions for enhanced satisfaction
• Prepare materials for client meetings, deliver training, and maintain databases and marketing files

Required Qualifications

• Bachelor's degree in marketing, business, or equivalent relevant work experience
• Two years of experience in marketing, relationship management, business development, or related fields
• Preferred insurance designations such as CPCU or AIC