Client Relationship Associate
1 month ago
We are seeking a highly motivated and detail-oriented Client Relationship Associate to join our team at Palomar Specialty Insurance Company. As a key member of our customer service and sales support team, you will be responsible for providing exceptional support to our producers, strategic partners, and insureds.
Key Responsibilities- Assist new and existing Palomar partners and customers with questions on Palomar products and services
- Provide technical assistance and training to Palomar partners and customers on Palomar Automated Submission System (PASS)
- Collaborate with Operations team with onboarding activities for new agents and brokers
- Assist with all aspects of Agency Administration customer service requests, including endorsements, cancellations, mortgagee requests, and other policy changes
- Knowledge of, with the ability to extract, agency administration data from all sources and systems
- Ability to interact with Palomar customers at all levels
- Actively promote all Palomar products and services to agents, brokers, and strategic partners
- Associate's degree or Bachelor's degree preferred but not required
- 1-3 years of experience in a Customer Service role
- Ability to handle heavy call volume
- Ability to multitask and flexibility to handle different tasks
- Insurance experience preferred, but not required
- Takes initiative and works independently
- Manages own work and takes responsibility for actions and decisions
- Sets clear direction by defining goals and opportunities
- Exhibits integrity and acts with a sense of urgency
- Strong verbal and written communication skills. Demonstrated ability to interact with a variety of customers
- Proficient in Microsoft suite of programs, including Word, Excel, and PowerPoint
- Full suite of medical benefits
- 401(k) with 3% automatic fully vested employer contribution
- Competitive PTO + holiday program
- Hybrid work environment
- Work from home stipend
- Professional development assistance
- Career exploration opportunities
- Regular company-wide social events (even virtually)
At Palomar Specialty Insurance Company, we are committed to diversity, equality, and inclusion in all facets of the organization. We have built an open culture that celebrates the diversity of our workforce, while actively championing equality and inclusion practices that make us a company people want to work with and work for.
We believe that diversity, equality, and inclusion yield greater organizational creativity and productivity, which helps us serve our customers and partners more effectively.
Delivering on our diversity commitment returns greater value to our shareholders and ultimately makes a positive impact to the communities in which we do business and to the people who live in them.
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