Client Relations Specialist

1 week ago


Bohemia, New York, United States Ryan Platz - State Farm Agent Full time
Job Overview

Benefits:

  • 401(k) matching
  • Performance-based bonuses
  • Competitive salary structure
  • Flexible working hours
  • Complimentary snacks and meals
  • Opportunities for career advancement
  • Paid time off
  • Parental leave options
  • Profit-sharing plans
  • Professional training and development

ROLE SUMMARY:
As a Client Relations Specialist at the Ryan Platz State Farm Agency, primarily focusing on Life Insurance, you play a crucial role in our operational success and customer satisfaction. Your mission is to enhance our agency's growth through strong client relationships and by serving as a bridge between client needs and our agency's services. You will enrich the lives of our clients by actively promoting relevant insurance products and services.


We seek candidates with experience in Life Insurance or Property & Casualty. If you hold the necessary licenses, you will have the opportunity to expand your expertise across various products and services.


Advance your career while positively impacting your community. We are looking for a dedicated, personable, and sales-oriented professional to join our workforce.


KEY RESPONSIBILITIES:

  • Build and maintain customer relationships, ensuring follow-ups as necessary.
  • Utilize our customer database to engage in needs-based discussions regarding Life Insurance.
  • Deliver prompt, accurate, and friendly customer service, addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.
  • Foster enduring and successful customer relationships.

REQUIRED QUALIFICATIONS:

  • Prior experience in sales (whether outside sales, inside sales representative, retail sales associate, or telemarketing) is preferred.
  • Experience in managing client relationships is advantageous.
  • Interest in marketing products and services tailored to customer needs.
  • Exceptional communication skills, encompassing written, verbal, and listening abilities.
  • Commitment to providing excellent customer service.
  • Ability to anticipate and understand customer needs.
  • Skill in effectively relating to clients.

ADDITIONAL BENEFITS:

  • Paid time off for holidays and personal/sick days.
  • Compensation structure that includes salary plus commission/bonus.
  • Growth potential and opportunities for advancement within the agency.
  • Company-sponsored IRA with matching contributions.
  • Flexible scheduling options.


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