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Client Services Representative I- in office

Job Details

Experienced
San Diego Office - San Diego, CA
High School Diploma or GED
$20.00 - $25.00 Hourly
None
Day
Admin - Clerical

Client Services Representative I

This is an in office position.  Please sign the application at the end.

 

POSITION SUMMARY:  Working for Aspen Risk Management Group, Supports the processes and systems related to the servicing of clients and support of employees and consultants regarding loss control services. Supports in the delivery of administrative and operational assistance designed to promote revenue growth, productivity, and exceptional levels of client satisfaction. Provides team members with the appropriate assistance and motivation to enable their success.

 

Support and monitor the service process for the client community. Responsibilities include acting as quality assurance manager for the client, maintaining service level agreements that support the client needs, acting as a liaison to employees and consultants to assess completion of assignments.

 

DUTIES AND RESPONSIBILITIES:

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Support team members in opportunities for process simplification and improvements.
  2. Provides input in the creation and monitoring of key process improvement measurements.
  3. Provides exceptional support to both external and internal customers.
  4. Support team members to improve their skills and knowledge through feedback on submitted reports (or items).
  5. Involves fellow team members in collaborative or team-empowered decisions based upon the company’s decision making guidelines.
  6. Support the department on team goals, action plans, and time tables.
  7. Review, update and submit resources as needed.
  8. Be part of a team that redesigns workflow to better utilize resources.
  9. Develop and maintain effective business and personal relationships with all clients and management.
  10. Prepare periodic status reports and other management reports as requested.
  11. Engage in the maintenance of building business contacts with outside groups and professional associations in order to keep the company abreast of advancements/developments in the industry.
  12. Support and manage the intake of new client assignments, distribute, track, review, edit and submit to clients
  13. Track and ensure proper invoicing of client work.
  14. Support and manage the status of open assignments and timelines. Conduct regular and continual follow-up for completion of assignments.

Supervisory Responsibility

 

This position manages employee and consultant workloads, requiring good time management and regular, open communication.

 

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications

This is an in office position.  Please sign the application at the end.

 

QUALIFICATIONS REQUIRED:

Education/Experience: Associates’ degree in business management or related field; or equivalent experience, and three (3) years’ experience in risk and safety insurance industry (preferred).

 

Additional Eligibility  / Qualifications

•           Must have a valid drivers’ license throughout employment with Aspen

•           Must authorize employer to enroll the employee in the California Employers Pull Notice Program for the duration of their employment Work Authorization/Security Clearance

 

Knowledge, Skills and Abilities:

1.         Business Acumen.

2.         Leadership.

3.         Customer/Client Focus.

4.         Problem Solving/Analysis.

5.         Process Management.

6.         Communication Proficiency.

7.         Teamwork Orientation.

8.         Technical Capacity.

9.         Excellent time management skills and the ability to prioritize work.

10.       Excellent written and verbal communication skills.

11.       Strong organizational skills with the ability to multi-task

Supervisory Responsibility

 

This position manages employee and consultant workloads, requiring good time management and regular, open communication.

 

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

 

 

                                  MENTAL AND PHYSICAL REQUIREMENTS

1.  MENTAL EFFORT

 

a.       Reasoning development:

 

 X      Follow one- or two-step instructions; routine, repetitive task.

 

  X     Carry out detail but uninvolved written or verbal instructions; deal with a few concrete

          variables.

 

 X      Follow written, verbal, or diagrammatic instructions; several concrete variables.

 

 X      Solve practical problems; variety of variables with limited standardization; interpret instructions.

 

  X      Logical or scientific thinking to solve problems; several abstract and concrete variables.

 

  X     Wide range of intellectual and practical problems; comprehend most obscure concepts.

b.       Mathematical development:

 

 X      Simple additional and subtraction; copying figures, counting, and recording.

 

X       Add, subtract, multiply, and divide whole numbers.

 

 X      Arithmetic calculations involving fractions, decimals, and percentages.

 

  X     Arithmetic, algebraic, and geometric calculations.

 

          Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.

 

          Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c.       Language development:

 

  X     Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.

 

  X     Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.

 

 X      Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.

 

 X      Ability to compose original correspondence, follow technical manuals, and have increased contact with people.

 

  X      Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.

2.  PHYSICAL EFFORT

 

a.       Physical activity required to perform the job:

 

  X      Sedentary work:  Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time.  Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

 

          Light work:

a.    Exerting up to 20 pounds of force occasionally

b.    Exerting up to 10 pounds frequently

c.    Exerting a negligible amount of force constantly to move objects

 

          (If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).

 

          Medium work:

a.    Exerting up to 50 pounds of force occasionally

b.    Exerting up to 20 pounds of force frequently

c.    Exerting up to 10 pounds of force constantly to move objects

 

          Heavy work:

a.    Exerting up to 100 pounds of force occasionally

b.    Exerting up to 50 pounds of force frequently

c.    Exerting up to 20 pounds of force constantly to move objects

 

          Very heavy work:

a.    Exerting in excess of 100 pounds of force occasionally

b.    Exerting in excess of 50 pounds of force constantly to move objects

c.    Exerting in excess of 20 pounds of force constantly to move objects

 

    

  1. Visual requirements necessary to perform the job:

 

 X      Far vision:  clarity of vision at 20 feet or more

 

 X      Near vision:  clarity of vision at 20 inches or less

 

 X      Mid-range vision:  clarity of vision at distances of more than 20 inches and less than 20 feet

 

          Depth perception:  the ability to judge distance and space relationships, so as to see objects where and as they actually are

 

          Color vision:  ability to identify and distinguish colors

 

          Field of vision:  ability to observe an area up or down or to the right or left while eyes are fixed on a given point

 

 

 

2.  PHYSICAL EFFORT (cont.)

    FREQUENCY

c.        Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):

 

 X   Climbing:      Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms.  Body agility is  emphasized.  This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.

 

       Balancing:     Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces.  This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.

 

 X    Stooping:       Bending body downward and forward by bending spine at the waist.  This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.

 

 X    Kneeling:       Bending legs at knee to come to a rest on knee or knees.

 

 X    Crouching:    Bending the body downward and forward by bending legs and spine.

 

       Crawling:      Moving about on hands and knees or hands and feet.

 

 X    Reaching:      Extending hand(s) and arm(s) in any direction.

 

 X    Standing:       Particularly for sustained periods of time.

 

 X    Walking:       Moving about on foot to accomplish tasks, particularly for long distances.

 

 X    Pushing:        Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.

 

 X    Pulling:         Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.

 

        Foot

       Motion:          Using feet to push pedals.

 

 X    Lifting:          Raising objects from a lower to a higher position or moving objects horizontally from position to position.  This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.

 

 X    Fingering:     Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.

 

 X    Grasping:      Applying pressure to an object with the fingers and palm.

 

 

 

 

Rarely (jobistes)

 

 

 

 

 

 

 

 

 

Occasionally

 

 

 

Occasionally

 

Occasionally

 

 

 

Occasionally

 

Occasionally

 

Occasionally

 

Occasionally

 

 

Occasionally

 

 

 

 

 

Occasionally

 

 

 

 

Frequently

 

 

Occasionally

 

 

 

 

2.  PHYSICAL EFFORT (cont.)                  

      FREQUENCY

 X    Talking:         Expressing or exchanging ideas by means of the spoken word.  Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.

 

 X    Hearing:        Perceiving the nature of sounds with or without correction.  Ability to receive detailed information through verbal communication, and to make fine discriminations in sound, such as when making find adjustments on machined parts.

 

       Feeling:         Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.

 

 X    Repetitive      Substantial movements (motions) of the wrists, hands,

       Motion:         and/or fingers.

Frequently

 

 

 

Frequently

 

 

 

 

 

 

 

Frequently

 

 

3.  WORKING CONDITIONS

 

Disagreeable job conditions to which the employee may be exposed and the frequency (e.g., continually, frequently, or occasionally) of this exposure. 

 

       WORKING CONDITION

           ENVIRONMENTAL

                     FACTOR

           NATURE/REASON

               OF EXPOSURE

 

                FREQUENCY

Dirt/Dust

 

 

Noise

 

 

Temperature extremes

 

 

Dampness

 

 

Vibrations

 

 

Equipment movement hazard

 

 

Chemicals/solvents

 

 

Electrical shock

 

 

Significant work pace/pressure

 

 

Odors/Fumes

 

 

Other (specify):                              

 

                                                         

 

 
       

 

 

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