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Associate Client Services

2 weeks ago

Philippines Savvital Full time $40,000 - $50,000 per year
ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our Mission is to provide an affordable solution to growing companies through strategic task delegation. We envision creating an eco-system that resonates with the human touch every business needs.

ABOUT THE ROLE

As an Associate - Client Services at Savvital, you will play a pivotal role in supporting our clients by managing administrative and operational tasks primarily within the insurance sector. This role requires hands-on expertise in EZLynx, as you will be directly working with insurance clients to handle quoting, requoting, and client communication. Ideal for candidates with a strong background in insurance support services and a deep understanding of EZLynx workflows.

WHAT YOU'LL BE DOING
  • EZLynx Expertise – Use EZLynx for quoting, requoting, managing policy information, and assisting with client communication. You should be able to navigate the platform independently and efficiently.
  • Administrative Support – Perform general administrative tasks such as managing calendars, scheduling appointments, and maintaining records.
  • Communication Management – Act as a liaison between clients and internal teams, handle email correspondence, and ensure timely, professional communication.
  • Meeting Coordination – Assist in coordinating virtual meetings, including scheduling, sending invitations, and preparing necessary materials.
  • Task Prioritization – Effectively prioritize client tasks and manage deadlines while maintaining accuracy and quality.
  • Client Relationship Management – Build and maintain strong relationships with clients by understanding their processes and consistently meeting expectations.
  • Customer Complaint Analysis – Address client/customer complaints, analyze issues, and suggest resolutions in collaboration with the internal team.
  • Price Quotes – Prepare and share accurate price quotes using EZLynx, aligned with client requirements and product offerings.
  • Reporting and Documentation – Generate reports, maintain accurate records, and ensure proper documentation within the system.
WHAT WE'RE LOOKING FOR
  • Mandatory: Hands-on experience with EZLynx is required.
  • Education: A 4-year Bachelor's degree is preferable. Preferably in Accounting & Finance, Business Studies, Economics, or Public Relations.
  • Previous experience in the insurance industry is strongly preferred.
  • Strong interpersonal and written communication skills.
  • Attention to detail with the ability to manage multiple priorities.
  • Self-motivated and adaptable to changing client needs.
  • Passion for delivering high-quality client service and support.
COMPENSATION & BENEFITS
  • Base Salary: Market Competitive
  • Allowances: Internet, Electricity, Wellbeing
  • Health Coverage: Medical Insurance for you
  • Incentives: Performance-based bonuses, annual increments, and company-wide success bonuses