Premium service representative vs client representative

Differences between premium service representative and client representative duties and responsibilities

Premium service representative example responsibilities.

• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Handle carrier reimbursement checks receive from insurance carriers in a timely manner by looking up information in the AS400 system.
• Call center customer service representative for HNW clients.
• Uncover other needs that may arise through the phone interaction.
• Ensure VIP guests and club members receive superior service and accommodations.
• Coordinate all aspects of travel for these clients including flight reservations and ticketing.
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Client representative example responsibilities.

• Experience in managing pipeline, progressing opportunity through sales stages & using CRM tools to reflect pipeline accurately.
• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Utilize research tools and CRM package to sustain consistent pipeline of prospective clients.
• Present program via Microsoft PowerPoint to potential clients and attend conventions for prospective clients.
• Complete daily teller routine such as night drop, servicing the ATM and transactions.
• Train, troubleshoot, and interact with clients using financial software in trust departments.
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