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Client Relationship Specialist

2 months ago

Washington, Washington, D.C., United States GGB - Global Full time
Introduction

Embrace your enthusiasm for resolving challenges and tackle risks head-on with GGB - Global's brokerage team. Become part of a diverse group of professionals, driven by a shared commitment to excellence. In this role, you will play a crucial part in protecting businesses and enabling their aspirations. Together, we will establish a legacy of trust and success in the ever-evolving landscape of risk management.


We recognize that every candidate possesses unique qualities, including you. Therefore, even if you feel you are not an exact fit, we encourage you to consider this opportunity.

Overview


The Client Relationship Specialist is responsible for providing exceptional and efficient service to both internal and external clients by supporting the overall workflow processes of the branch and delivering routine client assistance.

This position reports directly to either the Client Service Management Manager or the Client Service Supervisor.

How You'll Make an Impact

The Client Relationship Specialist contributes to significant business outcomes such as:
  • Client retention and satisfaction, enhancing GGB's value to clients and prospects.
  • Achieving operational and margin targets while fostering a culture of performance and continuous improvement.
  • Supporting the priorities of Production team members and the Client Service function.
  • Adhering to efficiency and productivity standards, including data and document requirements, timelines, and tool usage.
  • Assisting with the overall workflow processes of the branch.
  • Creating documents, certificates, and other materials using appropriate systems and resources.

About You

To be successful in this role, you should possess:
  • A current Commercial Property/Casualty and Life/Health Insurance License.
  • A High School diploma or equivalent, along with at least one year of relevant experience.
Preferred Qualifications
  • Associate's Degree.
  • Knowledge of Commercial and Life/Health insurance.
  • Experience in managing client relationships.
  • Strong financial acumen.
Key Skills
  • Proficiency in Microsoft Office applications.
  • Familiarity with agency management systems similar to Epic or AMS 360.
  • Excellent written and verbal communication skills.
  • Adept at engaging others in consultative discussions.
  • Ability to effectively manage multiple and sometimes competing priorities.
  • Capability to work independently.

Compensation and Benefits


In addition to a competitive salary, we offer a comprehensive range of benefits that may vary based on your job level:

  • Medical, dental, and vision plans starting from day one.
  • Life and accident insurance.
  • 401(K) and Roth options.
  • Tax-advantaged accounts (HSA, FSA).
  • Educational expense reimbursement.
  • Paid parental leave.
Additional Benefits Include:
  • Digital mental health services.
  • Flexible work hours.
  • Training programs.
  • Wellness initiatives promoting overall health.
  • Charitable matching gift program.
  • And more...

Inclusion and Diversity

At GGB - Global, inclusion and diversity are integral to our business. We celebrate the diverse identities, experiences, and talents of our employees, allowing us to better serve our clients and communities. We view inclusion as a conscious commitment and diversity as a vital strength.

We believe in equal employment opportunities for all individuals and prohibit discrimination based on any protected characteristics. We are committed to making reasonable accommodations for qualified individuals with disabilities, ensuring a supportive work environment.