Client Service & Reporting Specialist

Cottingham & Butler; Dubuque (IA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Flex Spending/HSA

401(k) with company match

Profit-Sharing/Defined Contribution (1

PTO/Paid Holidays

Company-paid ST and LT Disability

Maternity Leave/Parental Leave

Job summary

Cottingham & Butler is seeking a Client Service Representative to work directly with clients and keep accounts up to date. You will play a direct role in delivering top-tier service and building strong client relationships.

The role emphasizes clear communication, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. Training is provided for industry specifics, with a focus on personal traits and client satisfaction.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to handle and prioritize many tasks and stay organized.
• Attention to detail and accuracy in client interactions.

Responsibilities

• Ensure client accounts are up to date so they can operate smoothly.
• Build relationships with clients through friendly interaction and timely requests.
• Consolidate and communicate important information by putting together reports.

Skills

Outstanding communication

Interpersonal skills

Attention to detail

Time management

Ability to prioritize tasks

Job description

What our Client Service Representatives do and why it’s important:

Cottingham and Butler is growing and we are adding Client Service Representatives to our team! As a Client Service Representative, you will work directly with our clients to help keep their accounts up to date. You will make a direct impact on a daily basis by carrying out the top-tier services that define Cottingham and Butler.

In practice, the core activities of your job will be to:

·Ensure that client accounts are up to date so they can continue to operate

·Build relationships with clients through friendly interaction, timely execution of requests, and close attention to detail

·Consolidating and communicating important information by putting together reports

Video Overview: Click here to watch an interview with an actual Client Service Representative.

Strengths and skills necessary for success in the role:

Our outstanding team of Client Service Representatives are one of the main reasons we have a client retention rate well above the industry standard. Because you will be in such a key role, there are several important characteristics we look for: outstanding communication and interpersonal skills, the ability to handle and prioritize many different tasks, the ability to work well under pressure, and strong attention to detail.

If you come from an insurance background that’s great! However, we understand that most people don’t which is why we are willing to train you on the technical details. It’s more important to us that you embody the right personal characteristics. While we don’t expect you to be perfect in every aspect of the job right away, the aforementioned traits are essential for success in the role.

• Flex Spending or HSA
• 401(k) with company match
• Profit-Sharing/Defined Contribution (1-year waiting period)
• PTO/Paid Holidays
• Company-paid ST and LT Disability
• Maternity Leave/Parental Leave

About Cottingham & Butler:

At Cottingham & Butler, we sell a promise to help our clients through life’s toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday – that’s who we are and what we believe in.

As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day.

Want to learn more? Follow us onwww.CottinghamButler.com|LinkedIn|Facebook