Key Responsibilities
The Client Service Manager plays a pivotal role in delivering exceptional client experiences through professional and pleasant interactions. Utilizing their extensive knowledge of company offerings, individuals provide recommendations, explanations, and problem-solving to meet client needs.
* Deliver outstanding client service by responding promptly and accurately to inquiries and questions via email, phone, and appointments.
* Maintain accurate documentation in adherence to established guidelines.
* Effortlessly navigate agency management systems and rating software to optimize efficiency.
* Provide timely and accurate resolutions to billing-related queries.
* Assume primary responsibility for taking first reports of claims when the claims team is unavailable.
* Address policy and insurance-specific questions with confidence and professionalism.
* Meet estimated monthly call goals to ensure consistent client engagement.
* Proactively attempt to upsell/round accounts to achieve team objectives.
* Accurately answer specific coverage questions requiring rating expertise.