Job Summary and Mission
The Client Service Representative plays a vital role in ensuring our agency runs smoothly by providing organized, proactive, and detail-oriented support to our internal teams and valued clients. This role blends day-to-day operational excellence with a strong customer service presence, helping to create an exceptional experience for both clients and colleagues. The ideal candidate is dependable, self-motivated and thrives in a fast-paced, collaborative environment.
Summary of Key Responsibilities
Client & Office Support
- Greet clients and visitors professionally and warmly.
- Answer and direct incoming calls and assist with routine client inquiries.
- Prepare client facing materials for meetings and communications.
- Support client onboarding, offboarding and file maintenance
- Assist clients with claim issues and seek resolution of issues.
Administrative Operations
- Open, sort, and distribute incoming and outgoing mail; manage faxes and postage.
- Maintain and order office supplies and equipment.
- Assist with scanning, photocopying, mailing, filing, and other clerical duties.
- Maintain and organize both paper and digital records.
Project & Compliance Coordination
- Process health plan enrollments, terminations, and compliance notices.
- Run motor vehicle records (MVRs) and issue Certificates of Insurance (COIs) for P&C clients.
- Assist with audits and benefits platform (BerniePortal) build-outs.
- Provide project-based support to the benefits team and other departments.
Meeting and Document Preparation
- Coordinate logistics and prepare materials for client renewal and team meetings.
- Track tasks and support special administrative projects as needed.
Qualifications
- 1+ years of experience in an administrative or office support role.
- Proficient with Microsoft Office Suite (Word, Excel, Outlook, Teams, OneDrive).
- Excellent communication and interpersonal skills.
- Strong organizational and time management capabilities.
- High attention to detail and follow-through.
- Quick learner, comfortable with new technology and systems.
- Professional demeanor and polished presence.
- Team-oriented mindset with a positive, solution-driven approach.
Success Measures
- Maintains an orderly, efficient office environment that supports team productivity.
- Ensures client and team needs are met with consistency and professionalism.
- Proactively solves problems before they escalate.
- Demonstrates ownership over recurring tasks and responsibilities.
- Supports internal communication flow and ensures timely administrative follow-up.
Reports to:
- Vice-President of Benefits
- Director of Property & Casualty
Leadership and Core Competencies
- Servant Leader: We put people before position. We support the needs of our team with humility and action.
- Adaptive: We foster a spirit of flexibility to support the needs of our team and our clients.
- Team Player: We recognize that we each bring unique skills to the table and utilize these to make us stronger - collaborating to highlight each other's strengths and 'get the win'.
- Truth Teller: Our words are kind and direct. Our purpose is to offer solutions, not criticism.
- Integrity: We consistently align our actions with our values.
- Problem Solver: Finding solutions to problems fuels our drive! We are comfortable creating change and blazing new pathways
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Work Location: In person
