Client Experience Specialist

3 weeks ago


Oklahoma City, Oklahoma, United States Comma Insurance Full time

**Job Overview**

The Insurance Relationship Builder role is a fantastic opportunity to build strong relationships with clients and provide them with expert guidance on their insurance needs.

Main Responsibilities:

  1. Client Interaction: Interact with clients and colleagues in a proactive, friendly, and professional manner.
  2. Coverage Options: Equip clients with decisions regarding changing coverage needs and additional available coverage options throughout client lifecycle.
  3. Policies and Procedures: Field underwrite, countersign, and respond to underwriter follow-ups on all cross-sold and re-written policies.
  4. Payment and Endorsements: Assist clients with payment issues and changes as needed. Process all endorsement requests and maintain policies in compliance with Comma's minimum coverage standards.
  5. Record Keeping: Retain proper records of all transactions and maintain up-to-date client-specific notes, stored appropriately in Comma's system.

Requirements:

  • High school diploma (or equivalent)
  • Previous sales experience (does not have to be within the insurance industry)
  • Valid P&C, and Life Insurance License
  • Proficient technology skills

We Offer:

  • Onboarding and training
  • Benefits package including medical, dental, vision401K retirement plan with company match
  • Career development opportunities

Salary:** $18.00 - $22.00 Hourly



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