Client Relationship Specialist
3 weeks ago
Rudd Insurance Agency is a family-owned business with a rich history dating back to 1925. We're a leading provider of quality protection for thousands of individuals & families throughout our region. As an Insurance Commercial Account Manager, you'll play a vital role in continuing our legacy of protecting clients and providing peace of mind.
You'll have the opportunity to build meaningful client relationships, enjoy learning opportunities, and value the camaraderie of a close-knit team. If you're passionate about delivering exceptional customer service and are eager to take on new challenges, this position is perfect for you.
- The salary range for this position is between $35,000 and $60,000 per year based on experience.
We offer a comprehensive benefits package that includes health insurance, life insurance, dental insurance, vision insurance, disability insurance, supplemental insurance, 401(k) plan, paid time off (PTO), retirement plan, parental leave, paid sick leave, wellness benefits, healthcare spending account, office snacks and coffee, evenings off, weekends off, holidays off, paid holidays, annual base salary based on experience, bonus opportunities, licensing assistance, career growth opportunities, professional development, advancement opportunities, continuing education opportunities, hands-on training, professional work environment, retirement benefits, and more
Responsibilities
Your responsibilities will include:
- Establishing trust with clients and maintaining retention and product loyalty through exceptional relationship-building skills.
- Treating each customer contact as a cross and up-sell opportunity including financial products.
- Utilizing various computer systems for daily transactions, taking premium payments, reviewing, updating, and making changes to policies, claim handling, and endorsements.
- Issuing Insurance Documentation (COI, ID cards, etc.).
- Ensuring consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
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