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Client Relations Specialist

2 months ago


Fort Collins, Colorado, United States American Family Insurance - Cindy Gerk Agency Full time
Job Overview

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.
Required Qualifications
  • 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.