Insurance CRM Office Admin

5 days ago


Fairfield, New Jersey, United States Jason Street - Allegiance Insurance Full time

We are seeking a skilled Customer Relationship Manager to join our team at Jason Street - Allegiance Insurance. As an integral part of our organization, this role will be responsible for managing our customer relationships and ensuring exceptional service delivery.

About the Role:

The ideal candidate will possess excellent communication skills, both written and verbal, and have the ability to navigate complex issues with ease. They will also be proficient in using CRM systems, such as AMS 360, and have a strong understanding of insurance concepts and policies.

Main Responsibilities:

  • ">
  • Manage customer relationships and ensure exceptional service delivery
  • Process and review insurance documentation to ensure completeness
  • Take payments from customers and process them efficiently
  • Maintain accurate records and files for customers
  • Assist producers with data entry and gathering customer information
  • Create and maintain client or prospect lists
  • Develop and implement strategies to improve customer engagement and retention

Requirements:

  • ">
  • Degree in Business Administration, Marketing, or related field
  • 2+ years of experience in a customer-facing role, preferably in the insurance industry
  • Excellent communication and interpersonal skills
  • Proficient in using CRM systems, such as AMS 360
  • Strong understanding of insurance concepts and policies

What We Offer:

  • ">
  • A competitive salary of $55,000 per year, based on experience
  • A comprehensive benefits package, including health insurance, 401(k), and flexible hours
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and dynamic work environment with a passionate team
  • The opportunity to grow and develop your career in the insurance industry

If you are a motivated and results-driven individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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