Client Service Representative I - SSL *Hybrid Manhattan NY*
About the position
The Client Service Representative I serves as the primary contact for clients, policyholders, and agents/brokers, providing ongoing service and support related to plan structures, renewals, and policy issues. This entry-level position requires knowledge of SSLICNY procedures and New York State Workers' Compensation Board regulations, with a focus on building and maintaining positive client relationships. The role involves responding to customer inquiries, managing account information, and ensuring a seamless client experience through effective communication and collaboration with internal teams.
Responsibilities
• Serve as the main contact for clients, policyholders, and agents/brokers for ongoing service.
,
• Provide education to clients on Standard Security processes, policies, and procedures.
,
• Respond to customer inquiries regarding coverage questions, billing issues, and status updates.
,
• Work closely with resolution specialists in billing and other internal departments.
,
• Maintain thorough knowledge of all service activities associated with assigned clients.
,
• Address inbound/outgoing calls providing customer service to policyholders, employees, and brokers.
,
• Process new business applications into the database (PolicyNet).
,
• Communicate information clearly to callers.
,
• Follow up on customer inquiries as needed.
,
• Resolve a variety of questions and inquiries for customers with manager support.
,
• Maintain adherence to all department standards and policies.
,
• Manage assigned agency book(s) of business and relationships with clients.
,
• Protect confidential employer and producer information.
,
• File supporting documents electronically for policy changes.
,
• Maintain account management database (PolicyNet) for assigned clients.
,
• Support client and broker reporting requests.
,
• Facilitate website new user access and troubleshoot user issues.
,
• Participate in departmental and organization-wide projects to enhance service and efficiency.
Requirements
• High School Diploma required.
,
• Related experience preferred.
,
• Exceptional customer service skills and strong consulting/negotiation abilities.
,
• Product/maintenance knowledge with operational effectiveness preferred.
,
• Strong written and verbal communication skills.
,
• Ability to build and maintain collaborative working relationships.
,
• Planning and organization skills with the ability to multi-task.
,
• Proven analytical skills and ability to prioritize customer queries.
,
• Ability to adapt to change and work in a dynamic environment.
,
• PC skills using MS Office (Word, Excel, and Outlook).
,
• Knowledge of group insurance products and services preferred.
,
• Understanding of state regulations related to group plans preferred.
,
• Knowledge of underwriting principles and practices preferred.
,
• Ability to travel up to 10%.
Nice-to-haves
• Knowledge of group insurance products and contracts.
,
• Understanding of state regulations related to group plans.
,
• Knowledge of underwriting principles and practices.
Benefits
• Annual performance bonus for all team members.
,
• Generous 401(k) company match that is immediately vested.
,
• Choice of three medical plans with prescription drug coverage.
,
• Company contribution to Health Savings Account for High Deductible Health Plan enrollees.
,
• Multiple options for dental and vision coverage.
,
• Company provided Life & Disability Insurance.
,
• Paid Parental Leave & Adoption Assistance.
,
• Hybrid work arrangements for eligible roles.
,
• Tuition Reimbursement and Continuing Professional Education.
,
• Paid Time Off, volunteer days, and Employee Assistance Program.
Apply Now
The Client Service Representative I serves as the primary contact for clients, policyholders, and agents/brokers, providing ongoing service and support related to plan structures, renewals, and policy issues. This entry-level position requires knowledge of SSLICNY procedures and New York State Workers' Compensation Board regulations, with a focus on building and maintaining positive client relationships. The role involves responding to customer inquiries, managing account information, and ensuring a seamless client experience through effective communication and collaboration with internal teams.
Responsibilities
• Serve as the main contact for clients, policyholders, and agents/brokers for ongoing service.
,
• Provide education to clients on Standard Security processes, policies, and procedures.
,
• Respond to customer inquiries regarding coverage questions, billing issues, and status updates.
,
• Work closely with resolution specialists in billing and other internal departments.
,
• Maintain thorough knowledge of all service activities associated with assigned clients.
,
• Address inbound/outgoing calls providing customer service to policyholders, employees, and brokers.
,
• Process new business applications into the database (PolicyNet).
,
• Communicate information clearly to callers.
,
• Follow up on customer inquiries as needed.
,
• Resolve a variety of questions and inquiries for customers with manager support.
,
• Maintain adherence to all department standards and policies.
,
• Manage assigned agency book(s) of business and relationships with clients.
,
• Protect confidential employer and producer information.
,
• File supporting documents electronically for policy changes.
,
• Maintain account management database (PolicyNet) for assigned clients.
,
• Support client and broker reporting requests.
,
• Facilitate website new user access and troubleshoot user issues.
,
• Participate in departmental and organization-wide projects to enhance service and efficiency.
Requirements
• High School Diploma required.
,
• Related experience preferred.
,
• Exceptional customer service skills and strong consulting/negotiation abilities.
,
• Product/maintenance knowledge with operational effectiveness preferred.
,
• Strong written and verbal communication skills.
,
• Ability to build and maintain collaborative working relationships.
,
• Planning and organization skills with the ability to multi-task.
,
• Proven analytical skills and ability to prioritize customer queries.
,
• Ability to adapt to change and work in a dynamic environment.
,
• PC skills using MS Office (Word, Excel, and Outlook).
,
• Knowledge of group insurance products and services preferred.
,
• Understanding of state regulations related to group plans preferred.
,
• Knowledge of underwriting principles and practices preferred.
,
• Ability to travel up to 10%.
Nice-to-haves
• Knowledge of group insurance products and contracts.
,
• Understanding of state regulations related to group plans.
,
• Knowledge of underwriting principles and practices.
Benefits
• Annual performance bonus for all team members.
,
• Generous 401(k) company match that is immediately vested.
,
• Choice of three medical plans with prescription drug coverage.
,
• Company contribution to Health Savings Account for High Deductible Health Plan enrollees.
,
• Multiple options for dental and vision coverage.
,
• Company provided Life & Disability Insurance.
,
• Paid Parental Leave & Adoption Assistance.
,
• Hybrid work arrangements for eligible roles.
,
• Tuition Reimbursement and Continuing Professional Education.
,
• Paid Time Off, volunteer days, and Employee Assistance Program.
Apply Now