Client Service Representative

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What’s in Store 

We are on the lookout for a Client Service Representative is responsible for the efficient processing of client requests and administrative tasks for in-force business. You will be responsible for processing policyholder premium payments, insufficient drafts/checks, EFT plan set-up and maintenance, refunds. You will also be responsible for list bill maintenance and reconciliation, reinstatements, waiver adjustments, rescissions, report review and reconciliation and policy research. As the Client Services Representative, you will be required to process requests accurately and efficiently.

Key responsibilities include:

• Answer incoming calls
• Gather, research, and analyze client/policy information
• Communicate effectively with policyholders and internal and external resource personnel
• Provide clear and accurate response to client needs and inquiries in a timely manner via written correspondence and phone calls
• Review and reconcile reports as necessary to ensure the timely processing of business
• Process quotes for in-force policies; process policy changes, which may require underwriting intervention for any increase in risk, age 65 renewals
• Process policy changes such as terminations, military suspensions, assignment of policy benefits; major medical billing
• Duplicate policies for pilot/major medical and any report review and reconciliation needed for in-force change business
• Process commission assignments, commission adjustments, producer address changes, producer terminations, commission check and statement mailing, commission report reconciliation, reissued checks, and commission research
• Support company values of We are Dynamic, We are Innovative, We are Connected, and We Succeed Together
• Perform other duties as assigned

This is a full-time, hybrid role, requiring 2-3 days in our Syracuse, NY office.

Your Expertise, Skills, and Abilities

• High school diploma
• Minimum one-year customer service or other relevant work experience
• Disability insurance industry experience preferred 
• Excellent cognitive ability, analytical skills, organization, and recall
• Solid written and verbal communication and interpersonal skills 
• Basic client service skills
• Solid knowledge of Microsoft Word and Excel
• Detail-oriented
• Ability to work in a fast-paced environment
• Ability to work individually and as a team player
• Ability to adapt to changes in the work environment

Benefits

At Davies North America, we are dedicated to supporting the well-being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

Diversity and Inclusion

Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

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