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Client Relations Specialist

2 months ago

Rockford, Michigan, United States Kelly Obenauf - Farm Bureau Insurance Agency Full time
Position Overview

The Client Relations Specialist at Kelly Obenauf - Farm Bureau Insurance Agency plays a crucial role in fostering strong client connections by addressing inquiries and resolving concerns with efficiency and professionalism. This position involves daily interactions with clients, insurance providers, and team members while executing specific service tasks.


Key Benefits:
  • Attractive salary package
  • Comprehensive health coverage
  • Generous paid leave

Core Responsibilities:
  • Assist current clients with policy updates, payment processing, inquiries, and necessary documentation.
  • Handle incoming calls and correspondence related to new or existing insurance policies and claims.
  • Address product or service challenges by understanding the client's issue, identifying the root cause, selecting the most effective solution, facilitating corrections or adjustments, and following up to ensure resolution.
  • Keep detailed records of client interactions and transactions, documenting inquiries, feedback, and actions taken in the agency management system.
  • Work collaboratively with colleagues, mentor junior staff, provide expertise, and engage in both formal and informal meetings as required.

Qualifications:
  • Possession of a Property and Casualty Insurance license for Michigan is preferred. Candidates without a license may still be considered, and assistance with licensing costs may be available.
  • Exhibit a strong customer service orientation and possess excellent communication skills, both written and verbal.
  • Demonstrate a sense of urgency, meticulous attention to detail, organizational skills, and the ability to manage multiple tasks effectively.
  • Exhibit exceptional time management abilities with a focus on personal accountability.