Personal Insurance Client Relations Specialist
2 weeks ago
Join Our Team as a Personal Insurance Client Relations Specialist
At Alera Group, we are excited to welcome a dedicated Client Relations Specialist to our Personal Insurance division. This role is pivotal in ensuring our clients receive exceptional service and support.
About Alera Group
Alera Group is a comprehensive insurance firm committed to serving communities with integrity and expertise. Our team is dedicated to empowering clients with the confidence that comes from knowing they are supported by knowledgeable professionals.
Why Choose Alera Group?
We foster a collaborative environment that encourages personal and professional growth. Our culture is built on open communication, teamwork, and mutual support, allowing every employee to thrive.
Key Responsibilities:
- Manage a diverse portfolio of client accounts, ensuring all transactions and documentation are handled efficiently.
- Act as a Trusted Advisor, providing clients with insightful guidance on their personal insurance needs.
- Identify opportunities for account retention and expansion, contributing to the overall success of the team.
- Conduct client meetings to discuss coverage options and address any inquiries.
- Maintain accurate records of client interactions and updates in our management systems.
- Support the training and development of junior team members.
- Participate in ongoing education and training to stay current in the industry.
- Promote a positive workplace culture through teamwork and collaboration.
Qualifications:
- Exceptional communication skills, both verbal and written.
- Proven ability to work effectively within a team environment.
- Strong relationship-building skills with a focus on customer service.
- Proficient in Microsoft Office and agency management systems.
- Ability to thrive in a fast-paced setting.
- High school diploma required; college degree preferred.
- Current industry licensure or willingness to obtain.
We offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Alera Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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