JOB PURPOSE

The Client Services Representative will primarily be responsible for assisting with administrative functions including facilitating the coordination of client visits and department meetings. This position will also work with internal and external stakeholders to ensure KPIs are met with customer service and relationship building.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Coordinating and facilitating hospitality for client and department meetings in the Hickory, NC office, which include, working with internal partners to coordinate number of attendees and hospitality needs, as well as working with vendors/caters to facilitate and arrange hospitality for meetings.

· Answering inbound phone calls from clients, carriers, and vendor/partners facilitating needs and requests.

· Responding to written correspondence via email using a ticketing platform to answer client inquiries.

· Administer the upkeep of current client records in platforms related to assignments, solutions and contacts.

· Aid in the creation of quarterly touchpoints to Preferred Client Services client base.

· Participate in team and department trainings related to industry, company and team.

· Categorize incoming requests for workflow and reporting purposes.

· Conduct monthly client reviews.

· Attempt to engage the client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.

JOB REQUIREMENTS

· BS/BA degree in business preferred or equivalent industry experience.

· 1+ years of industry experience.

KNOWLEDGE, SKILLS, AND ABILITIES

· Must be detailed oriented.

· Strong communication skills and relationship building.

· Proficient with Microsoft office including Word, PowerPoint, Outlook, and Excel.

· Excellent written communication skills.

· Strong presentation skills.

**MAY PERFORM OTHER DUTIES AS ASSIGNED**

WORK ENVIRONMENT

Standard office environment, usually indoors away from the elements with moderate noise. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL EFFORT

Maintain a stationary position for extended periods; move about the office, operate computers and files, as needed; and frequently communicate with others. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is required to stand, walk, and reach with hands and arms. Occasionally, the employee is required to lift boxes up to 20 pounds.

SCHEDULING

This is a full-time benefits-eligible position, working Monday through Friday; 8:00 a.m. – 5:00 p.m. An employee in this position must be available to work occasionally on weekends and evenings, during peak periods.

This is reporting to the Hickory office and should be in the office according to the company standards, in addition to dates/times where hospitality may be needed, or asked by company.

TRAVEL

Local travel is required. Out of state travel is limited, but may be required for special training/conferences.

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

EEOC/ADA STATEMENT:

We are an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, gender, sexual orientation, age, religion, disability, veteran, or any other status prohibited by applicable national, federal, state or local law. In an effort to recruit, develop and retain top talent, we are committed to a policy of nondiscrimination in all personnel practices to ensure equal opportunity for employment, promotion, and training for a more inclusive workforce.