Integrity · 5 hours ago
Client Service Specialist
Somers, CT
Full-time
Onsite
Entry Level
1+ years expStateline Senior Services, an Integrity company, specializes in insurance and investment needs for retirees. The Client Service Specialist serves as the first point of contact for clients, assisting with inquiries and managing their coverage features and claims.
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Responsibilities
Manage client inquiries by phone, email, online, or in person
Builds a positive client relationship through collaboration and trust
Provides clients with their coverage features and guidance on procedures
Processes claims and reimbursements on behalf of the client
Updates and maintains the client CSR database
Expedites service challenges to the appropriate manager/insurance contact
Schedules appointments for senior advisors and company partner
Interacts with Sales advisors to support their clients and business unit
Other tasks and projects assigned by CRM
Qualification
Required
Adaptability and emotional intelligence
Microsoft office
Able to balance workload through multi-tasking, prioritizing
Organization
Attention to detail
Verbal and written communication skills
Web based research and CSR cloud-based system
Basic Math
Telephone etiquette
1-5 years proven experience within a customer service environment
Receptionist with multi line telephone and/or call center background
Data entry
Highschool diploma or equivalent
Preferred
Some Medicare or Medical insurance knowledge helpful but not required
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase