Client Support Specialist

2 weeks ago

Park Rapids, Minnesota, United States Big I Minnesota Full time
Client Relations Representative

Position Overview

Big I Minnesota is in search of a dedicated individual who embodies our core principles of being open-minded, diligent, positive, and a collaborative team member while maintaining the utmost integrity. This role is pivotal in our organization, starting as a client relations representative with the potential to advance to an agent role based on demonstrated skills and progress.

Key Responsibilities
  • Manage incoming calls, directing inquiries appropriately and taking messages as needed.
  • Facilitate the completion of new client intake forms for agents to provide accurate quotes.
  • Collaborate closely with your team lead on various tasks, including but not limited to:
    • Maintain a digital filing system for client records in line with Big I Minnesota's protocols.
    • Engage in projects assigned by your team lead for professional development.
  • Handle incoming mail, respond to correspondence, and prepare outgoing communications.
  • Provide information and assistance to customers, colleagues, and other stakeholders.
  • Help ensure client contact details are up-to-date.
  • Conduct research on inquiries related to client accounts.
  • Assist in managing calendars and scheduling appointments.
  • Perform additional duties and special projects as required.
  • Travel for company training as necessary.
  • Efficiently manage and execute tasks across the organization.
  • Seize opportunities for travel to foster collaboration and support across our various locations.

Qualifications
  • Willingness to obtain an insurance license.
  • A minimum of two years of experience in administrative support is preferred.
  • Proven customer service experience and orientation.
  • Exceptional verbal and written communication skills.
  • Ability to communicate effectively with all levels of management and external parties.
  • Strong organizational skills with attention to detail and the ability to prioritize tasks.
  • Proficient in technical computer skills and familiar with business tools (e.g., Microsoft Word, Excel, CRM systems).
  • Ability to multitask and maintain focus amid frequent interruptions.
  • Capability to handle sensitive information with confidentiality and discretion.

Benefits
  • 401(k) plan
  • 401(k) matching
  • Dental coverage
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off

Work Schedule
  • Monday to Friday: 8:30 AM - 4:30 PM

About Big I Minnesota

Big I Minnesota is a prominent independent insurance agency committed to serving clients with a wide range of insurance solutions. Our agency is dedicated to conducting thorough market research to align our clients' specific needs with the most suitable insurance carriers, ensuring optimal risk management solutions at competitive prices. Our comprehensive service offerings cover auto, home, health, business, and specialty insurance, with a well-trained team ready to exceed client expectations.

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