Steamboat Group · 11 hours ago
Client Representative
Glen Allen, VA
Full-time
Onsite
Entry Level
$18/hr - $18/hr
1+ years expSteamboat Group is seeking a Client Representative to provide first-level client support to lenders and agents regarding processing questions. The role involves analyzing information and providing recommendations to improve productivity and customer satisfaction levels.
FinanceFinancial ServicesInsurance
Responsibilities
Using various data such as customer satisfaction reports, surveys and client services requests, identify strategies to enhance the effectiveness of the team
Work directly with assigned clients to troubleshoot issues and resolve system problems
Research, gather and analyze data to identify trends and improve client satisfaction and make recommendations to management
Analyze and summarize customer issues to develop tools and processes to increase customer satisfaction, including preparing appropriate solutions/clarifications to respond to customers
Evaluate and prioritize customer inquiries to better serve the customers
Research and resolve client questions and respond to inquiries over the telephone and via email in a timely and accurate manner
Review and enter information into automated systems as needed to clear exceptions / escalated issues or correct the status of accounts
Identify trends based on client questions/feedback and provide solutions to known issues
Identify and communicate opportunities for system or program changes and/or enhancements to best serve the client’s needs
Maintain appropriate, professional working relationships with clients, retail agents, and other employees
Maintain history records and related problem documentations for future reference
Take ownership of customer issues and follow-up on outstanding requests and escalate issues when necessary
Other duties and projects as assigned
Qualification
Required
High school diploma or GED is required
One year of experience in a banking or insurance environment, or equivalent combination of education and experience
This position may require considerable training to become proficient
Benefits
Paid Time Off : 17 PTO days annually, 9 company holidays, and 2 floating holidays.
Work-Life Balance : Enjoy a casual dress code and a flexible work environment.
Career Development : Access to professional growth opportunities and tuition assistance.
Retirement Savings : Company 401(k) match to support your financial future.
Company
Steamboat Group
Steamboat Group is an insurance firm that provides products and services to financial institutions, insurance agents, and trade association.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Angel Cruz
Chief Executive Officer
Jino Masone
Chief Operating Officer
Recent News
2025-09-22
Company data provided by crunchbase