Client Relations Specialist

2 weeks ago


Duluth, Minnesota, United States Isaacson & Associates LLC - American Family Insurance Full time
Job Overview

The Customer Service Professional is dedicated to delivering outstanding service to both prospective and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales experts for follow-up actions. The position supports the Agency Owner and Director in achieving service objectives while maintaining a professional demeanor, courteous interaction, and a genuine desire to assist clients. Exceptional communication skills are essential for fostering strong relationships with those we serve.


Key Responsibilities
  • Deliver tailored, professional customer service experiences by establishing trust and nurturing strong client relationships.
  • Address customer inquiries related to coverage options, billing, claims, or products by adhering to established agency protocols.
  • Enhance customer satisfaction by implementing best practices in line with industry standards.
  • Manage modifications to existing accounts and policies efficiently.
  • Inform clients about insurance policies that align with their needs and objectives.
  • Identify and help close any gaps in customer insurance coverage.
  • Open and close the office while ensuring a clean and organized environment.
  • Act as an intermediary on behalf of the customer between the agency and various business partners.
  • Assist clients with claims by directing them to the appropriate contacts and resources, ensuring their needs are met.
  • Coordinate appointments with current or potential clients for agency personnel.

Benefits and Perks
  • Competitive hourly wage with potential bonuses.
  • Paid holidays and time off.
  • Comprehensive training provided.
  • Life insurance coverage.
  • Opportunities for bonuses based on customer satisfaction ratings.
  • Career advancement opportunities.
  • Mentorship and practical training offered.
  • Supportive and professional work environment.
  • Dog-friendly workplace.
  • Recreational break room featuring a golf simulator, bags, darts, and video games.

Qualifications
  • No insurance license is required at the time of hire; it can be obtained once part of the team.
  • Minimum of one year of demonstrated customer service experience.
  • Strong communication skills are essential.
  • Proficient in PC software applications, including Microsoft Office Suite and Internet Explorer.
  • Professional phone etiquette and office skills.
  • Basic mathematical skills are necessary.


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