Client Relations Specialist
2 weeks ago
Client Relations Specialist
Job Overview
ANA Insurance Brokerage is a reputable, family-owned insurance agency that has been serving the Southern California community since 1992. We pride ourselves on delivering exceptional insurance solutions tailored to the needs of our clients, specializing in Auto, Home, Commercial, and Life insurance. Our commitment to providing personalized service ensures that our clients receive the attention they deserve in a competitive market.
Position Summary
We are currently seeking a dedicated Client Relations Specialist to enhance our customer service team. This full-time role involves delivering outstanding support to both existing clients and potential customers. The successful candidate will manage policy change requests, maintain a thorough understanding of our product offerings, and address any inquiries from our clientele.
Compensation
Salary: $3, $5,000.00 per month
Benefits
- Paid Vacation
- Paid Holidays
- Group Life Insurance
- Short-Term Disability
- Opportunities for Professional Growth
- Base Salary with Commission Structure
- Unlimited Bonus Earning Potential
- 401(K) Retirement Plan (coming soon)
Key Responsibilities
- Process customer policy change requests efficiently.
- Verify and update customer contact information during interactions.
- Answer incoming calls promptly and professionally.
- Respond to inquiries, cancellation requests, and sales inquiries within established timeframes.
- Encourage referrals and explain our referral program to clients.
- Provide information on new products and services to customers.
- Greet all customers entering the office in a friendly and welcoming manner.
- Handle premium payments from clients.
- Utilize each customer interaction as an opportunity for cross-selling and up-selling financial products.
Qualifications
- Bilingual (Spanish) preferred.
- Ambitious and motivated professional seeking advancement opportunities.
- Possess a positive, enthusiastic attitude.
- Ability to multi-task and follow through on commitments.
- Excellent customer service skills.
- Goal-oriented and driven individual.
- Capable of managing stressful situations with tact.
- Strong communication and interpersonal skills.
- Highly self-motivated with a career-focused mindset.
- A Property & Casualty license is preferred, but we are willing to train the right candidate.
About ANA Insurance Brokerage, Inc.
ANA Insurance Brokerage is dedicated to providing quality insurance solutions to individuals across Southern California. Our focus on personalized service and community education sets us apart in the industry, helping clients make informed decisions to protect their families, homes, and businesses.
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