Client Experience Specialist

Yesterday

🦬 Montana – Remote

Although this job is listed in Montana, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Trucordia

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Insurance • Finance • B2B

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

1001 - 5000 employees

Founded 1987

💸 Finance

🤝 B2B

📋 Description

• Respond professionally and immediately to client and potential client inquiries; develop strong relationships during telephone and e-mail interactions • Learn/master the U.S. Customs bond industry through progressive training and responsibility; bond purpose, uses, requirements, responsible parties, problems, communications from Customs, claims, underwriting, etc. • Be prepared to share knowledge and educate clients • Review, analyze, and process all client and sales department documents, communications, and required follow-up with high attention to detail and accuracy, within deadlines • Utilize, update appropriately, and ensure accuracy of INFOR database • Support senior team members and co-workers as needed for all clients, new and current • This position is intended to provide flexible support for all CES department roles; other specific duties in addition to the general duties above will be regularly assigned within CES or other departments.

🎯 Requirements

• Bachelor's degree, or equivalent combination of business-related experience/training • Communicate effectively and contribute positively as a CES team member, and across all TRG departments; exceptional written and verbal communication skills required • Possess ability to write professional correspondence using proper grammar, punctuation and spelling • Provide exceptional customer service to clients and potential clients; exhibit willingness to research and problem solve using knowledge acquired with experience • Possess a love of learning and the ability to be quick learner • Continue to learn about the international trade industry, TRG products and services, and become comfortable promoting them during client contact • Remain extremely detail-oriented, accurate, and comfortable working in a fast-paced team environment while meeting deadlines • Possess a high level of comfort and competency using standard PC and basic software programs, including Outlook e-mail • Maintain a high degree of confidentiality, personal integrity, and trustworthiness.

🏖️ Benefits

• Medical, Dental, Vision • Life and AD&D insurance • FSA / HSA • Commuter & Child Care FSA • Cancer Support Benefits • Pet Insurance • Accident & Critical Illness • Hospital Indemnity • Employee Assistance Program (EAP) • 11 Paid Holidays • Flexible PTO • 401K