27 Customer Service Manager jobs in Albuquerque

Job Title: Client Service Specialist

Location: Albuquerque, New Mexico

Industry: Insurance

Pay: $40,000 - $45,000

Benefits: Vision, Dental, Health, 401k

This position will be fully remote when not traveling. Travel is averaging 50% of the year within a 3-hour radius of Albuquerque. A company car will be provided.

Job Overview:

The Client Services Specialist supports the regional sales team by managing client interactions, coordinating enrollments, and handling administrative responsibilities. This role involves preparing reports, presentations, marketing materials, and correspondence to assist the New Mexico sales team and regional manager. In addition, the specialist may occasionally promote, explain, and facilitate insurance products and related administrative services. Working closely with both internal teams and external clients, the specialist helps with billing, payroll reporting, and maintaining client relationships, including managing data in the companys CRM system.

Key Responsibilities:

• Support the sales team with marketing, outreach, and client engagement activities.
• Prepare communications, including emails, memos, presentations, and reports.
• Assist with enrollment processes and provide guidance to clients on available benefits.
• Collaborate with internal departments and clients on billing, bill reconciliation, and payroll reporting.
• Maintain and update client information in the CRM and benefits systems.
• Occasionally promote and administer insurance and administrative service offerings.
• Build and maintain strong client relationships with schools and district contacts.

Required Qualifications:

• Valid Group One Life and Health License, or ability to obtain within 90 days.
• Minimum of 2 years of customer service experience.
• Minimum of 2 years of administrative support experience.
• Willingness to travel approximately 40% of the time, including overnight trips.
• Strong oral and written communication skills, including presentation experience.
• Proficiency in Microsoft Excel, Word, and Outlook.
• High school diploma or GED equivalent.
• Experience handling confidential client information with discretion.

Preferred Qualifications:

• 2+ years of experience working with employee benefits (medical, dental, vision, prescription drug, or retirement plans).
• Bachelors degree from an accredited institution.
• Familiarity with benefit plan terminology.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Client Service, Representative, Financial, Solutions Advisor, Retail, Banking, Client

This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Required Qualifications:

• Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology
• 1+ years of customer/client service experience, including experience handling difficult client situations

Desired Qualifications:

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity

Skills:

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 2nd shift (United States of America) Hours Per Week: 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Client Service, Spanish, Bilingual, Representative, Financial, Solutions Advisor, Banking, Education