Client Services

Cornerstone Staffing Inc

Provides support to agents and policy holders regarding billing inquiries for their policies. Bachelor's degree required!

  • Strong Customer Service and Communication Skills
  • Strong Math Aptitude
  • Strong Detail Orientation & Ability to Work Under Deadlines
Overview of Client Services

Provides excellent customer service to agents, insureds, claimants and others for billing and claim reporting and inquiries. Answers questions, and/or performs the daily workflow transactions including responding to agents and insureds regarding inquiries to billing and claims. Provides first level customer support for prospective agents, contracted agents, and insureds on software applications including assistance in accessing the software and helping with basic usage of the same.
 
Duties of Client Services
  • Will respond to calls and emails from policy holders (all businesses) and the sales brokers regarding questions on all direct billing i.e., how much do I owe?, I need to make a payment, breakdown of premiums and what is covered.
  • Changes to policies and factoring how to premium changes affect coverage
  • Account summaries & payment histories
  • Changing payment plans
  • Processing refund checks
  • Calls can be back to back for up to an hour then may not have another call for a while, it all varies.  When not on the phones they will be documenting in client files in the system.
  • Will also help with basic tech support issues such as login issues, password resets, website navigation assistance, browser issues, etc.  More complex issues will go to tech support.
  • Must also be comfortable doing math on the fly as they will have to give premium breakdowns while on calls
  • 60-70% phone work so must be comfortable being on the phones
Requirements of Client Services
 
Bachelor’s degree in business or related field or equivalent
Basic math
Microsoft Office
 
Desired Skills for Client Services
  • Excellent oral and written communication & customer service with all levels of the organization and with agents
  • Must be able to organize time and resources and handle multiple high priorities Must be able to work independently and in a team setting
  • Accuracy and strong detail-orientation skills are required.