Client Service Representative
Natick, MA Natick, MA Full-time Full-time $60,000 - $70,000 a year $60,000 - $70,000 a year 1 day ago 1 day ago 1 day ago CLIENT SERVICE REPRESENTATIVE Job Summary Act as a liaison between contractor clients and surety companies.
Provide support to producers.
Build and maintain strong relationships with clients and surety companies.
Collaborate with sales team to achieve goals.
Responsibilities Act as point person for bond requests and related matters Review bond requests for completeness and accuracy.
Contact client for questions or missing information.
Address client's needs and concerns as quickly and effectively as possible.
Work closely with producers for any unresolved matters or questions.
Maintain accurate client records, keeping track of updates and other information related to bid, final and miscellaneous bonds.
Ensure surety is updated regularly.
Have a thorough understanding of products including bond forms and onerous contract language.
Initiate initial billings in Bond Pro, including AP/RP.
Responsible for bond renewals.
Once a renewal list is provided to you, reach out to client 90 days in advance of renewal.
You should review each bond and have a thorough understanding of any cancellation clauses, definite expiration periods or if the bond is continuous prior to reaching out to the client.
Such information should be noted on the file for easy access.
Obtain any required releases as soon as possible.
Note file and advise the surety company.
Work with producers to maintain an understanding of current backlogs, financial status and potential issues with outdated financial information, etc.
Phone Block
Qualifications Education:
High school diploma or equivalent.
College preferred.
Experience:
Proficiency with customer relationship management, 5 years related experience.
Skills Excellent communication skills both written and verbal Be able to work well under pressure Strong proofreading skills and attention to detail Strong math skills Service oriented Strong organization skills Job Type:
Full-time Pay:
$60,000.
00 - $70,000.
00 per year
Benefits:
401(k) 401(k) matching Disability insurance Health insurance Paid time off Paid training Parental leave Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Natick, MA 01760:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
2 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Provide support to producers.
Build and maintain strong relationships with clients and surety companies.
Collaborate with sales team to achieve goals.
Responsibilities Act as point person for bond requests and related matters Review bond requests for completeness and accuracy.
Contact client for questions or missing information.
Address client's needs and concerns as quickly and effectively as possible.
Work closely with producers for any unresolved matters or questions.
Maintain accurate client records, keeping track of updates and other information related to bid, final and miscellaneous bonds.
Ensure surety is updated regularly.
Have a thorough understanding of products including bond forms and onerous contract language.
Initiate initial billings in Bond Pro, including AP/RP.
Responsible for bond renewals.
Once a renewal list is provided to you, reach out to client 90 days in advance of renewal.
You should review each bond and have a thorough understanding of any cancellation clauses, definite expiration periods or if the bond is continuous prior to reaching out to the client.
Such information should be noted on the file for easy access.
Obtain any required releases as soon as possible.
Note file and advise the surety company.
Work with producers to maintain an understanding of current backlogs, financial status and potential issues with outdated financial information, etc.
Phone Block
Qualifications Education:
High school diploma or equivalent.
College preferred.
Experience:
Proficiency with customer relationship management, 5 years related experience.
Skills Excellent communication skills both written and verbal Be able to work well under pressure Strong proofreading skills and attention to detail Strong math skills Service oriented Strong organization skills Job Type:
Full-time Pay:
$60,000.
00 - $70,000.
00 per year
Benefits:
401(k) 401(k) matching Disability insurance Health insurance Paid time off Paid training Parental leave Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
Natick, MA 01760:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
2 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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