Ethos Risk Services
  • St. Petersburg, FL, USA
  • 15.00
  • Hourly
  • Full Time

Medical, Dental, Vision, Life, 401K, PTO and Sick Days

Ethos is looking to add a Client Services Specialist to the team.

This is a full time position Monday through Friday, 9am - 6pm.

The Client Services Specialist will work internally to support Sales and Operations by entering new case assignments from
clients while cross selling and communicating with new and/or existing clients. They will work in a team environment and
will be expected to improve overall sales and success of the company. This is an entry level positions with potential for
growth to a variety of positions within the company.

This is not a remote position - only local candidates will be considered.

Main Job Responsibilities:

  • Data Entry of incoming client cases via email and/or phone
  • Review and edit direct entry cases from clients

Other Duties May Include:

  • Cross sell and conversion of client case orders to enhance results for the client case objectives
  • Build and Maintain Strong Client Relationships
  • Work with Client Services Specialist Team Lead to identify workflow efficiencies and customer experience enhancement
  • Update and maintain Contact Management of clients in Evestigate
  • Make outbound calls to verify information and accuracy of case objectives
  • Maintain customer database in Evestigate and follow up on cases as necessary
  • Occasionally identify and resolve client concerns
  • Assist in communicating promotional/incentive programs
  • Prepare and maintain support of trade show collateral/supplies for Account Managers
  • Other duties as deemed necessary


  • Strong verbal and written communication skills.
  • Strong interpersonal and communication skills with ability to persuade and influence others.
  • Ability to make outbound sales calls to prospects and clients
  • Detailed oriented and able to quickly analyze, identify and communicate options to clients/prospects
    Ability to work in a team environment
  • Ability to work in a rapid workflow driven environment within a team of others
  • Accurate typing skills
  • Working knowledge of MS Office Suite (Word, Excel, Outlook, etc)


High School Diploma or GED required. Minimum of 1-3 years of experience working in an office/business setting with daily client communication.

Ethos Risk Services
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