Client Relations Specialist
2 weeks ago
Are you ready to find fulfillment in your work? Become a part of our dynamic team at Shurtleff Insurance & Financial Services, where we take pride in our achievements and creativity. We are seeking an enthusiastic individual to enhance our success.
The perfect candidate is someone who enjoys engaging with clients and is adept at resolving challenges. Your primary role will involve transforming potential clients into loyal customers.
Key Responsibilities
- Identify, Quote, and Secure new business opportunities for the agency
- Engage with clients through various communication channels including phone, email, and chat
- Deliver informed responses to inquiries regarding products, pricing, and availability
- Collaborate with internal teams to fulfill client requirements
- Manage policy administration tasks
Required Qualifications
- A minimum of 1 - 3 years of relevant professional experience
- Exceptional phone communication skills along with strong verbal, written, and interpersonal abilities
- Proficient in multitasking, organizing, and prioritizing tasks effectively
- Competent in using Windows operating systems and adept at navigating multiple applications
- Capable of performing basic troubleshooting within software applications
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