Customer Service Representative (CSR) - Remote - #1410639

AlTi Tiedemann Global


Date: 15 hours ago
City: Dallas, TX
Contract type: Full time
Remote
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

Customer Service Representative position will be responsible for helping the company attain sales goals for new clients and providing customer service to current agency customers, including processing payments and endorsements.

Responsibilities

  • Identify customers for quoting new business
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Take premium payments from customers.
  • Be outstanding at relationship building.

Requirements

  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • A property & casualty license is preferred but will train good individual.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Trading/Quantitative Modeling | Analyst | Dallas

Goldman Sachs, Dallas, TX
2 weeks ago
Job Description MORE ABOUT THIS SKILLSET Traders, strategists and quantitative teams embody meaningful analytical and problem solving skills, and a drive to use data science and statistics to produce data-driven, actionable insights to support our clients. From developing automated trading algorithms for the firm and its clients to creating quantitative models and analytical tools to construct and manage client portfolios,...

Business Operations | Analyst | Dallas

Goldman Sachs, Dallas, TX
2 weeks ago
Job Description MORE ABOUT THIS SKILLSET Transferring ownership between buyers and sellers. Monitoring books and records relating to settlement of trades. Ensuring a seamless end-to-end transaction cycle. Trade and transaction management and custody services teams across the firm embody sharp attention to detail, a risk management and analytical mindset and strong ability to problem-solve. If you apply to this skillset,...

Project Manager Remodels & Rollouts

Ulta Beauty, Dallas, TX
3 weeks ago
Overview Discover greater levels of performance. With over 1,200 stores throughout the U.S., Ulta Beauty is revolutionizing the beauty retail experience. With new stores coming online on a continual basis and the re-engineering of existing locations with the latest design and technological advancements for heightened guest experiences, we’re not just growing, we’re thriving. Through consistent innovation and a bold commitment...