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Client Relations Specialist

2 months ago

Sterling Heights, Michigan, United States ADNAN JILANI INSURANCE AGENCY Full time
Job Overview

The ideal candidate will be skilled in identifying and engaging potential clients while building strong relationships through effective networking strategies.

Understanding the unique needs of clients is crucial; therefore, exceptional listening abilities are required. A thorough comprehension of written materials regarding insurance products is essential. Insurance specialists must effectively communicate details about the offerings available.

  • Participate in workshops, conferences, and training sessions to stay informed about the latest products and services
  • Assess premiums and set up payment options
  • Maintain accurate records, databases, and bookkeeping systems
  • Ensure customer satisfaction by meeting their insurance coverage expectations
  • Commit to ongoing education within the industry and familiarize yourself with new offerings
  • Adhere to all policy guidelines
  • Assist clients in resolving any claims related to their insurance
  • Tailor insurance solutions to meet the specific needs of each customer
  • Verify that all policy requirements are met
  • Ensure all documentation is completed and properly filed to activate insurance policies
  • Guide clients in accurately filling out insurance applications, acting as a liaison between the client and the insurance provider