Client Relations Account Specialist
2 weeks ago
POSITION SUMMARY
Insurefit RM is on the lookout for a detail-oriented and proactive insurance account manager with a focus on commercial insurance. This role is essential in fostering client relationships and managing communications effectively. Key responsibilities include generating new business, maintaining client interactions, and performing necessary policy adjustments. You will assist clients in understanding their coverage options, support them with claims, and ensure accurate data management within our agency system. This position offers significant opportunities for professional development and advancement.
Key Responsibilities
- Drive sales by generating new business and cross-selling to existing clients.
- Ensure a superior client experience through diligent follow-up.
- Manage the issuance of binders, certificates, policies, and endorsements.
- Consult with clients to facilitate quotes and renewals, ensuring all updates to policies are processed efficiently.
- Identify potential risks and recommend suitable coverage options.
- Engage with agents regularly to stay informed on industry trends, products, and policy updates.
- Handle billing inquiries and resolve related issues.
- Perform additional duties as assigned.
Qualifications
- Minimum of two years in sales or customer service preferred.
- Ability to excel in outbound communication.
- Strong networking and relationship-building skills.
- Commitment to maintaining client interests as a top priority.
- Exceptional follow-through capabilities.
- Excellent communication and analytical skills.
- Proficient problem-solving abilities.
- Familiarity with Microsoft Office 365.
Benefits
- Retirement Plan
- Health Insurance
- Dental & Vision Insurance
- Disability Insurance
- Life Insurance
- Paid Time Off
- Paid Training
- Licensing costs covered by the agency
Experience Level: 2 years
Schedule: Monday to Friday
Supplemental Pay Types: Bonus pay
Work Location: In-person
WORK SCHEDULE
9:00 AM to 6:00 PM, Monday through Friday
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