Client Relationship Manager

3 weeks ago


Mount Prospect, Illinois, United States Held Insurance Agency Full time

As a Policy Solutions Specialist at Held Insurance Agency, you will have the opportunity to work with a reputable insurance agency that prioritizes community-driven approach and superior service.

Responsibilities will include handling inbound calls efficiently, addressing inquiries, and offering appropriate solutions to clients.

You will also design and recommend insurance plans that best suit each client's requirements and identify opportunities to expand client portfolios by suggesting additional products or services.

A strong verbal and written communication skillset, along with adaptability and teamwork capabilities, are essential for success in this role.

Our agency offers a dynamic and supportive work environment, flexible scheduling, and opportunities for career advancement and professional growth.



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