Client Support & Solutions Specialist

Western & Southern Financial Group; Orland Park (IL); On-site; USD 38,000 - 52,000; Full time

Job summary

Western & Southern Financial Group seeks a customer service professional to research and resolve client inquiries, process payments, and support agency and sales teams. You will work with various departments, maintain documentation, and help protect contracts and policies.

Excellent communication and multitasking skills are essential, as is the ability to handle high volumes in a structured office environment. Some travel and extended hours may be required.

Qualifications

• Excellent verbal and written communication to interpret and convey business needs clearly.
• Proven ability to resolve client questions and issues with empathy and accuracy.
• Strong attention to detail in data entry and documentation.
• Capable of managing multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Provide timely and courteous service to clients, researching and resolving inquiries related to contracts and products.
• Identify marketing and recruiting opportunities and support lead generation activities.
• De-escalate situations and escalate to management when appropriate to protect client relationships.
• Process payments and policy transactions accurately within guidelines and parameters.
• Maintain accurate information in systems and collaborate with cross-functional teams to support office goals.

Skills

Customer service

Verbal & written communication

De-escalation

Data entry / documentation

Multi-tasking

Education

Some college or commensurate experience

Tools

Microsoft Word

Excel

CRM systems

Job description

Western & Southern Financial Group seeks a customer service professional to research and resolve client inquiries, process payments, and support agency and sales teams. You will work with various departments, maintain documentation, and help protect contracts and policies.

Excellent communication and multitasking skills are essential, as is the ability to handle high volumes in a structured office environment. Some travel and extended hours may be required.