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Client Relationship Specialist
2 months ago
POSITION TITLE :
Client Relationship Specialist
REPORTS TO :
Operations Department
CLASSIFICATION:
Exempt EEO
CLASSIFICATION:
Professionals
POSITION SUMMARY:
A Client Relationship Specialist is tasked with fostering and sustaining connections with our esteemed clients by addressing their insurance protection requirements.
This role involves overseeing a portfolio of accounts, ensuring client satisfaction, and promoting client retention.Client Relationship Specialists serve as the primary liaison for their accounts, comprehending their needs and collaborating with the internal team to provide outstanding service.
As part of a remarkable, resourceful, and cooperative High-Performance Team (HPT) at First MainStreet Insurance, the Client Relationship Specialist plays a vital role.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Client Relationship Specialists cultivate and maintain robust relationships with assigned accounts post-sale, acting as their trusted advisor and main point of contact regarding their insurance policies. They regularly engage with accounts to proactively address concerns, gather feedback, and identify avenues for account expansion. Client Relationship Specialists manage assigned accounts, ensuring compliance with all deadlines, and relay information from clients to minimize exposures. They seek opportunities to enhance accounts, ensuring comprehensive risk mitigation through insurance coverages. Monitoring account satisfaction levels and implementing proactive measures to uphold high retention rates is crucial. They may market new or renewal business, either independently or in collaboration with a Risk Advisor. Additionally, they manage all account-related tasks within our agency management system (EPIC) to guarantee data accuracy. Client Relationship Specialists are encouraged to seek and develop knowledge of insurance industry trends, market conditions, and competitors. They are expected to utilize provided tools efficiently to manage their assigned book of business and maintain confidentiality regarding client and carrier information. Other duties may be assigned as appropriate to the position.
SKILLS & COMPETENCIES: Proven experience in account management, customer relationship management, or sales is essential. Proficiency in Microsoft Office and other applications is required to maximize efficiency in a paper-free environment. Candidates should expect to obtain licensure within a specified timeframe. Familiarity with service management software and tools like EPIC is necessary. Excellent communication and interpersonal skills are crucial for building rapport and influencing stakeholders at all levels. Strong organizational and time management skills are required to prioritize and manage multiple client accounts simultaneously. Knowledge of insurance industry terminology and documentation is important, along with the ability to collect, analyze, and interpret insurance-related data.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information.
The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Summary:
This job description is intended to describe the normal level of work required by the person performing the work.
The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.