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Client Relations Specialist
2 months ago
The Insurance Account Manager is dedicated to delivering exceptional service to both prospective and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales experts for effective follow-up. The position also supports the agency owner in achieving service objectives.
Key Responsibilities
- Delivers tailored, professional customer service by fostering trust and nurturing robust client relationships.
- Adds value by addressing customer inquiries related to coverage options, billing processes, claims, or product offerings, adhering to established agency protocols.
- Facilitates modifications to current accounts and policies as needed.
- Identifies opportunities to introduce American Family products to existing clientele.
- Coordinates appointments with current or potential clients for agency representatives.
- Must be able to secure a personal lines insurance license within 30 days of employment.
- Bilingual candidates are preferred but not mandatory.
- Proven experience in customer service roles.
- Strong communication abilities.
- Proficient in PC software applications, including Microsoft Office Suite and Internet Explorer.
- Solid foundational knowledge of basic mathematical concepts.