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Client Support Specialist
at Symmetry Financial Group
Swannanoa, NC

Client Support Specialist
at Symmetry Financial Group
Swannanoa, NC

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Description

Job Description

The duties for the Support Specialist include direct contact with policyholders by telephone. Responsibilities include retaining current policyholder business by explaining current benefits, collecting past due premiums and offering methods to satisfy their insurance needs.

Essential Functions

  1. Oversees the conservation of policies including; keeping client up to date on payment info on policies, fielding questions for changing policies, helping to keep customers’ coverage on record.
  2. Servicing inbound calls from current policyholders with the intent of cancelling their insurance benefits and/or
  3. Placing outbound calls to current policyholders regarding coverage, premium and other policy information
  4. Record the outcome of the calls
  5. Perform research necessary to effectively answer policy holder questions and concerns
  6. Compose business letters, effectively communicate in writing and verbally
  7. Requires extensive telephone contact
  8. Other duties as required by the department

Competencies

  1. Strong communication skills
  2. Initiative
  3. Multi-tasking skills

Required Education and Experience

  • High school diploma or GED
  • Customer service experience preferred

Company Description

Symmetry Financial Group is a locally owned insurance brokerage and one of the fastest growing insurance marketing organizations in the country. We are seeking a results-oriented individual to join our team as a SQL Database Engineer.

In addition to base compensation, Symmetry Financial Group provides a quarterly bonus program and covers 100% of full-time employees' medical and dental premiums!

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