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Client Relations Specialist

2 months ago


Longmont, Colorado, United States Staff My Agency Full time

Staff My Agency is seeking a dedicated and compassionate individual to join our team as a Client Relations Specialist. This role emphasizes exceptional customer service and includes some sales responsibilities within a reputable agency environment.

If you possess a natural ability to connect with clients and understand their needs, we invite you to be part of our mission. As our Client Relations Specialist, you will play a crucial role in fostering customer loyalty and enhancing the overall experience for our clients.

Key Responsibilities:

  • Manage incoming calls and warmly welcome clients.
  • Build and maintain strong customer relationships, ensuring follow-ups as necessary.
  • Deliver prompt, accurate, and friendly service, addressing inquiries related to insurance options, eligibility, policy adjustments, claims, and billing.
  • Utilize a customer-centric approach to educate clients about their insurance choices through a needs-based review process.
Benefits:
  • Competitive salary with potential monthly bonuses
  • Paid time off
  • Paid holidays
  • Comprehensive health insurance
  • Retirement savings plan
  • Standard working hours from Monday to Friday, 9:00 AM to 5:00 PM
Qualifications:
  • Previous sales experience is preferred (including roles in retail, telemarketing, or as a sales representative)
  • Strong communication skills, both written and verbal
  • Self-driven and motivated
  • Detail-oriented with a proactive approach to problem-solving
  • Ability to thrive in a collaborative team environment
  • Proficient in assessing customer needs and conducting effective interviews
  • Capable of establishing rapport with clients
  • Must be able to obtain a Property Casualty license
  • Must be able to obtain a Life and Health license
This position is with an independent contractor agent, and candidates must successfully complete any necessary licensing and training requirements.