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Client Relations Account Specialist

2 months ago

Knoxville, Tennessee, United States Insurefit RM Full time
Job Overview

POSITION SUMMARY

Join a distinguished agency seeking a detail-oriented and proactive insurance account specialist focused on commercial insurance. This role involves cultivating client relationships, managing communications, and overseeing policy modifications. You will assist clients in understanding their coverage, support them with claims, and ensure accurate data management within our systems. This position offers significant opportunities for professional development and advancement.

Key Responsibilities

  • Drive sales performance by generating new business and enhancing existing client relationships.
  • Ensure a superior client experience through diligent follow-up and support.
  • Prepare and issue necessary documentation such as binders, certificates, and policy endorsements.
  • Consult with clients to facilitate quotes, renewals, and policy updates.
  • Identify potential risks and recommend suitable coverage options.
  • Engage with industry professionals to stay informed on current trends, products, and regulations.
  • Address billing inquiries and provide necessary assistance.
  • Perform additional related tasks as required.

Qualifications

  • Minimum of two years in sales or customer service roles preferred.
  • Ability to effectively conduct outbound communications.
  • Strong networking and relationship-building skills.
  • Commitment to client-centric service and integrity.
  • Excellent follow-through and attention to detail.
  • Strong verbal and written communication skills.
  • Proficient in problem-solving and analytical thinking.
  • Familiarity with Microsoft Office 365.

Benefits

  • Retirement Plan
  • Health Insurance
  • Dental & Vision Insurance
  • Disability Insurance
  • Life Insurance
  • Paid Time Off
  • Comprehensive Training
  • Support for licensing costs

Experience Level: 2 years

Work Schedule: Monday to Friday

Supplemental Pay: Bonus opportunities

Work Location: In-person

WORK HOURS

Standard hours are from 9:00 AM to 6:00 PM, Monday through Friday.