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Insurance Account Specialist
2 months ago
We are seeking an Insurance Representative to join our team The ideal candidate will be comfortable with account management, and
Primary Responsibilities:
- Resolve client inquiries and complaints via phone or email
- Meet daily servicing goals
- Develop and calculate suitable plans based on clients' needs
- Help ensure retention with a proactive approach
- Comply with insurance standards and regulations
- Round out mono-line accounts by quoting or referring to other team members
Qualifications:
- Previous experience in insurance, customer service, or other related fields
- Property & Casualty License
- Ability to build rapport with clients
- Excellent written and verbal communication skills
- Ability to prioritize and multitask