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Client Service Representative I - SSL *Hybrid Manhattan NY*

Remote, USA Full-time Posted 2025-11-09
About the position The Client Service Representative I serves as the primary contact for clients, policyholders, and agents/brokers, providing ongoing service and support related to plan structures, renewals, and policy issues. This entry-level position requires knowledge of SSLICNY procedures and New York State Workers' Compensation Board regulations, with a focus on building and maintaining positive client relationships. The role involves responding to customer inquiries, managing account information, and ensuring a seamless client experience through effective communication and collaboration with internal teams. Responsibilities • Serve as the main contact for clients, policyholders, and agents/brokers for ongoing service. , • Provide education to clients on Standard Security processes, policies, and procedures. , • Respond to customer inquiries regarding coverage questions, billing issues, and status updates. , • Work closely with resolution specialists in billing and other internal departments. , • Maintain thorough knowledge of all service activities associated with assigned clients. , • Address inbound/outgoing calls providing customer service to policyholders, employees, and brokers. , • Process new business applications into the database (PolicyNet). , • Communicate information clearly to callers. , • Follow up on customer inquiries as needed. , • Resolve a variety of questions and inquiries for customers with manager support. , • Maintain adherence to all department standards and policies. , • Manage assigned agency book(s) of business and relationships with clients. , • Protect confidential employer and producer information. , • File supporting documents electronically for policy changes. , • Maintain account management database (PolicyNet) for assigned clients. , • Support client and broker reporting requests. , • Facilitate website new user access and troubleshoot user issues. , • Participate in departmental and organization-wide projects to enhance service and efficiency. Requirements • High School Diploma required. , • Related experience preferred. , • Exceptional customer service skills and strong consulting/negotiation abilities. , • Product/maintenance knowledge with operational effectiveness preferred. , • Strong written and verbal communication skills. , • Ability to build and maintain collaborative working relationships. , • Planning and organization skills with the ability to multi-task. , • Proven analytical skills and ability to prioritize customer queries. , • Ability to adapt to change and work in a dynamic environment. , • PC skills using MS Office (Word, Excel, and Outlook). , • Knowledge of group insurance products and services preferred. , • Understanding of state regulations related to group plans preferred. , • Knowledge of underwriting principles and practices preferred. , • Ability to travel up to 10%. Nice-to-haves • Knowledge of group insurance products and contracts. , • Understanding of state regulations related to group plans. , • Knowledge of underwriting principles and practices. Benefits • Annual performance bonus for all team members. , • Generous 401(k) company match that is immediately vested. , • Choice of three medical plans with prescription drug coverage. , • Company contribution to Health Savings Account for High Deductible Health Plan enrollees. , • Multiple options for dental and vision coverage. , • Company provided Life & Disability Insurance. , • Paid Parental Leave & Adoption Assistance. , • Hybrid work arrangements for eligible roles. , • Tuition Reimbursement and Continuing Professional Education. , • Paid Time Off, volunteer days, and Employee Assistance Program. Apply tot his job

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