The Client Support and Marketing Specialist provides comprehensive service to internal and external clients by researching, analyzing, and resolving service requests and complaints. This role supports both client relations and marketing activities, ensuring accurate information dissemination, policy transaction processing, and effective communication. Responsibilities include client service, marketing support, and administrative duties. The specialist collaborates with various departments and management, requiring minimal supervision while making informed decisions. The position supports the overall goals of the office and adheres to company guidelines.
Selection Criteria:
Work Setting:
Office environment with extended periods of stationary work.
Frequent movement for accessing files and office equipment.
Continuous computer work requiring substantial movement of wrists, hands and fingers.
Educational Requirements:
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
Position Demands:
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