Client Relations Specialist

1 week ago

Yonkers, New York, United States NAPAA Full time
Position Overview:

The Client Relations Specialist at NAPAA is tasked with nurturing and enhancing profitable connections with clients while expanding the business portfolio through new client acquisitions. This role is pivotal in ensuring robust customer interactions by addressing inquiries and concerns with efficiency and professionalism, engaging daily with clients, insurance providers, and team members while executing targeted service and marketing initiatives.

Key Responsibilities:
  • Identify, assess, and cultivate insurance prospects with both new and existing clients through various communication channels including in-person meetings, online platforms, phone calls, and written correspondence.
  • Build and sustain exceptional relationships with clients and potential clients through consistent follow-ups, precise and timely quotes, and comprehensive account support. Proactively address and follow up on all client requirements.
  • Engage in networking and strategizing for new client acquisition and business ventures.
  • Track, analyze, and report on critical metrics to ensure sales objectives are met, and maintain accurate documentation of sales activities in a timely and professional manner.
  • Collaborate with colleagues, mentor junior staff, provide insights and respond to inquiries, and participate in both formal and informal meetings as necessary.
  • Assist clients in preparing for renewals and retention, ensuring strong client rapport.
  • Maintain continuing education and stay updated on industry trends, new product offerings, regulations, coverages, and technology to enhance knowledge and performance.
  • Review client audits, verify necessary corrections, and manage accounts receivable and billing processes.
Qualifications:
  • Possess the insurance license mandated by your state and have at least two years of experience in personal and commercial lines insurance account management, or equivalent professional experience.
  • Hold a valid driver's license and/or have reliable transportation.
  • Exhibit comprehensive knowledge of insurance products, rating and underwriting processes, coverages, and industry operations to effectively secure new business and maintain the existing client base.
  • Demonstrate a successful track record in business-to-business sales. Possess strong skills in presentation, persuasion, and negotiation with the ability to close sales effectively.
  • Be client-oriented, focused on customer satisfaction, and assertive in developing new client relationships while servicing current clients.
  • Exhibit excellent organizational abilities with the capacity to complete complex tasks independently, sound business judgment, strong decision-making skills, and superior written and verbal communication abilities.
  • Possess outstanding time management skills, thrive in a collaborative environment, and demonstrate proficiency in technology and computer systems, including agency management software.
Benefits:

Competitive Salary + Commissions and Bonuses

Opportunities for Professional Growth

Job Security in a Thriving Industry

Compensation: $45,000 - $65,000 annually

Path to Becoming an Insurance Professional:

Insurance Professionals encompass various roles such as Brokers, Underwriters, Claims Representatives, Adjusters, and Actuaries. Regardless of the title, they share a commitment to helping individuals prepare for the future.

Members of NAPAA recognize the importance of customer satisfaction. They understand that treating clients with fairness and integrity is essential for achieving lasting success. Clients can feel assured that NAPAA member agents are among the most qualified in the industry.

With an anticipated workforce shortage in the insurance sector, the demand for Insurance Professionals continues to rise. Is this career path suitable for you?

This agency operates independently. Applications will be directed to the agency, and all hiring decisions will be made by the agency's management. All inquiries regarding employment should be directed to the agency location.

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