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Client Relations Coordinator

2 months ago

Monterey, California, United States Jessica Connally Farmers Insurance Full time

Elevate Your Career
At Jessica Connally Farmers Insurance, we are seeking a skilled and confident office professional to enhance our customer service operations. In this Full-Time role, you will be tasked with addressing client inquiries, overseeing various projects, and providing essential support to our clientele. Our team is committed to delivering outstanding service, and your expertise will be invaluable in achieving this goal.

Key Responsibilities

  • Respond to incoming calls with a welcoming demeanor.
  • Process requests for policy modifications.
  • Ensure all necessary documentation is collected from clients.
  • Handle requests for Evidence of Insurance.
  • Maintain accurate records of client interactions in our management system.
  • Greet every client entering the office in a friendly and helpful manner.
  • Facilitate premium payments from clients.
  • Answer calls promptly and efficiently.
  • Return all messages in a timely manner.
  • Understand and adhere to all underwriting, rating, and compliance standards.
  • Deliver exceptional service and support to our clients.
  • Build and nurture client relationships.
  • Address inquiries, cancellation requests, and sales inquiries within a specified timeframe.
  • Identify and assess the needs of clients over the phone.

Qualifications

  • Possess a positive and enthusiastic attitude.
  • Demonstrate self-motivation and a sense of urgency.
  • Exhibit excellent communication and interpersonal skills.
  • Ability to manage multiple tasks effectively.
  • Professional phone etiquette is essential.
  • Strong business writing and editing capabilities.
  • Exceptional customer service skills.
  • Collaborative team player with a positive outlook.

Benefits

  • Competitive hourly salary based on experience.
  • Evenings off for work-life balance.
  • Opportunities for career advancement.
  • No weekend shifts required.
  • 401K retirement plan.
  • Comprehensive hands-on training.