Client Relations Specialist

2 weeks ago


Boerne, Texas, United States R. Yates & Associates Insurance Agency Full time
Position Overview

We are seeking a dedicated individual to enhance our client relations and ensure exceptional service delivery. The ideal candidate will possess a collaborative spirit and a positive demeanor, demonstrating adaptability and advanced technological proficiency. A professional appearance and a commendable attitude are essential.

Key Responsibilities:

  1. Conduct outreach using provided scripts, including:
  • Follow-up calls to existing clients
  • Scheduling annual reviews
  • Setting and confirming appointments as instructed
Manage email communications through our marketing platform, including:
  • Thank you messages
  • Re-engagement emails
  • Direct marketing communications
Utilize various tools for tracking and reporting, such as:
  • Database reports
  • Call requests
  • Client lists and referrals
Ensure all appointments are confirmed one day prior, serving as a productive start to the appointment setting process.Document all appointments in the appropriate scheduling software for team visibility.Record all interactions in our client management system for accurate tracking.

Qualifications:

  • A great sense of humor
  • A cooperative and team-oriented attitude
  • A strong desire to learn and grow
  • Resourcefulness in problem-solving
  • Respect for others' time
  • A strong work ethic


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