Discover a Career with Steamboat Group

Discover a Career with Steamboat Group
See yourself here.
Return to listing

Client Representative - Banking/Insurance

Job Summary:

The Client Representative provides first-level client support to lenders and agents regarding processing questions, acting as liaison between SUI Operations and the client by analyzing information and providing recommendations on ways to improve productivity and customer satisfaction levels.

Key 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.

Qualifications:

High school diploma or GED is required along with 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.

Why Choose Us?

  • Competitive Compensation: Base salary commensurate with experience.

  • 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.

If you are a detail-oriented professional who thrives in a fast-paced environment, we encourage you to apply. Please send your cover letter and resume to our Human Resources department.

Equal Opportunity Employer – We encourage qualified veterans and minorities to apply.

Apply to this Job

Tell us about you

Please complete as many fields as possible. Fields in red are required.

First Name:
Last Name:
Address:
City:
State:
Zip:
Phone:
Email:



If yes, please explain
 

Education

High School
What was the name of the High School you attended? Did you graduate? If so what year?

Education

College / Post Secondary
What was the name of the College / Post Secondary School you attended? What was the location of the College / Post Secondary School you attended? What dates did you attend?
  From To
 

Previous Employment 1

Company Name:
Dates Worked:
Supervisor Name:
Email:
Phone:
Address:
Position Title:
Responsibilities:
Reason for Leaving:
Ok to contact?
 

Previous Employment 2

Company Name:
Dates Worked:
Supervisor Name:
Email:
Phone:
Address:
Position Title:
Responsibilities:
Reason for Leaving:
Ok to contact?
 

Previous Employment 3

Company Name:
Dates Worked:
Supervisor Name:
Email:
Phone:
Address:
Position Title:
Responsibilities:
Reason for Leaving:
Ok to contact?

Do you have any friends or relatives working for Steamboat or any of it’s affiliated companies?

Have you ever been terminated or asked to resign from a position? If so, please explain why.

How did you hear about this position?

What is your desired hourly rate?

Are you authorized to work in the U.S.?

Are you able to commute to the Glen Allen office?

Apply Now