Client Experience Representative

Reliance Partners; Scottsdale (AZ); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Real-World Experience

Supportive Team Environment

Job summary

Reliance Partners in Scottsdale, AZ is seeking a Client Experience Representative to support client inquiries and handle light administrative tasks. The role reports to the Customer Service team and emphasizes clear communication and organizational skills in a professional insurance environment.

Responsibilities include managing client communications in Zendesk, generating proofs of insurance, answering inbound calls, and ensuring policy compliance and reliable attendance.

Qualifications

• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Attention to detail and proficiency with Microsoft Office applications.
• Ability to work effectively within a team.

Responsibilities

• Manage and maintain records of client communications in AMS Zendesk.
• Generate proofs of insurance upon request.
• Answer inbound calls, ensuring prompt and professional service.
• Maintain compliance with company policies and attendance standards.

Skills

Verbal communication

Written communication

Organizational skills

Time management

Teamwork

Attention to detail

Tools

Zendesk

Microsoft Office

AMS

Job description

Client Experience Representative at Reliance Partners

Reliance Partners is seeking motivated individuals to join our team as a Client Experience Representative in our Scottsdale, AZ office. This is an opportunity that offers hands‑on experience in a professional environment, focusing on client support and administrative processes. This role is an excellent fit for those who excel in communication, have strong organizational skills, and are eager to develop their professional experience.

Position Overview

The Client Experience Representative will be responsible for efficiently handling incoming customer inquiries via phone, providing prompt and courteous support, and performing light administrative tasks. Client Experience Representatives will work directly with our Customer Service team, following established company guidelines and adhering to industry regulations.

Benefits of Position

• Real- World Experience: Develop professional communication skills and gain insight into the world of customer service and insurance.
• Supportive Team Environment: You'll work alongside experienced mentors and supervisors who will guide you throughout the position.

Primary Responsibilities

• Manage and maintain records of client communications in our agency management system (AMS) Zendesk.
• Generate proofs of insurance upon request.
• Answer inbound calls, ensuring prompt and professional service.
• Maintain compliance with company policies and attendance standards.

Qualifications

• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Attention to detail and proficiency with Microsoft Office applications.
• Ability to work effectively within a team.
• Hours: Full-time shifts from 8 a.m. to 5 p.m. located in Scottsdale, AZ.
• Location: Scottsdale, AZ.

Position Details

• Hours: Full-time shifts from 8 a.m. to 5 p.m. located in Scottsdale, AZ.
• Location: Scottsdale, AZ.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.