Customer Service Representative

Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team.

Job Title: Customer Service Representative

Location(s): Birmingham, AL

• The dedicated customer service professional is responsible for providing outstanding service to most high-profile agents.
• The Client Service Assistant will be responsible for managing client service requests, helping to prepare for client meetings, handling new business processing, and other general administrative duties as assigned.
• The candidate should demonstrate a high level of organization and attention to detail and must possess strong computer skills.
• The customer service professional will respond to a variety of needs to support the agent.
• Communication to internal departments, vendors and customers/clients will be required.

• Meet client service needs in the role of a support staff to the financial professional.
• Assist with preparing for client appointments, including putting together client paperwork, applications, and marketing materials.
• Within regulatory guidelines process applications for life insurance, long-term care insurance, individual disability insurance, etc.
• Track open cases to completion and follow up as needed with the underwriting department and/or clients.
• Liaison with the service center on all service/account issues and follow up on a timely basis to resolve.
• Maintain CRM software/database, keeping it current for sorting, searching, reporting, fee tracking, updating client records, new business opportunities.
• Electronic client correspondence (i.e., birthday notifications, holiday notifications, client mass e-mails).
• Manage agent(s) calendar to include updating, maintaining, and scheduling client appointments and other office meetings.
• Client event planning, coordination, and follow-up.

• Proficient in Microsoft Office (Word, Outlook, Excel) and willing to learn new computer systems.
• Dedicated commitment to providing superior customer service with a focus on quality.
• Must work well individually and as a team player.
• Superior attention to detail with strong organizational skills.
• Ability to prioritize, multitask and thrive in a fast-paced environment.
• Ability to formulate creative ideas and to analyze, evaluate, and follow through on assigned tasks.
• Excellent listening, oral, and written communication skills.
• Be ethical, have a positive attitude, show empathy, and maintain a professional appearance.