Client Relations Insurance Specialist

2 weeks ago

North Adams, Massachusetts, United States MountainOne Insurance Agency Full time
Position Overview

MountainOne Insurance Agency is seeking a dedicated individual to enhance our exceptional customer service team. We are looking to fill a full-time role that focuses on delivering outstanding support to our existing clients and potential customers. The Client Relations Insurance Specialist will be tasked with managing policy modifications, maintaining comprehensive knowledge of our offerings, and addressing inquiries from our clientele.


Compensation and Benefits

Competitive Annual Salary Based on Experience

Generous Paid Time Off (PTO)

Comprehensive Health Coverage

Dental and Vision Plans

Disability Coverage

Parental Leave Options

Hands-on Training Provided

Standard Monday to Friday Work Schedule

Opportunities for Career Advancement

Evenings Off

Retirement Savings Plan


Key Responsibilities
  • Engage with clients to assess their insurance requirements and discuss policy options through various communication channels;
  • Record all interactions and communications with clients, insurance carriers, and other stakeholders in the system;
  • Promptly address client inquiries and concerns regarding their policies, coverage details, and payment processes;
  • Maintain accurate and up-to-date client information, including contact details;
  • Conduct regular account assessments;
  • Identify opportunities to enhance client coverage through additional services;
  • Coordinate with company personnel regarding coverage options and availability;
  • Initiate policy and endorsement processes using internal systems and necessary documentation;
  • Collaborate with team members and management to implement departmental policies and procedures;
  • Ensure compliance with all relevant company policies and regulatory standards;
  • Engage in ongoing education to stay informed about industry developments and company updates;
  • Process client premium payments through various methods;
  • Perform similar responsibilities at other company locations as needed;
  • Complete any additional tasks as assigned.

Qualifications

Minimum of 2 years of experience in the insurance sector;

High school diploma or equivalent;

Ability to obtain and maintain necessary insurance licenses as required;

Familiarity with insurance processes and procedures;

Strong verbal communication skills to effectively present information;

Self-motivated with strong problem-solving abilities and the capacity to manage multiple priorities;

Commitment to the agency's culture and service standards;

Ability to handle confidential matters with discretion;

Willingness to travel as needed;

Physical ability to perform job-related tasks, including sitting, driving, and using a computer.

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