Client Engagement Coordinator

3 weeks ago


Waukee, Iowa, United States Vibrant Insurance Group Full time

Position Overview:

As a Customer Relations Specialist at Vibrant Insurance Group, you will serve as a key point of contact for our clientele, delivering essential information, addressing concerns, and fostering a strong rapport with our brand. Your contributions will be vital in ensuring that every customer interaction exemplifies our dedication to service excellence.

Key Responsibilities:

  • Engage professionally with colleagues, clients, and underwriters on a daily basis, possessing a comprehensive understanding of property and casualty insurance services. Deliver prompt, accurate, and courteous service to all clients, both internally and externally. Cultivate relationships with customers and carrier representatives while remaining informed about coverage updates and administrative procedures for each market. Assist clients with audit-related disputes.
  • Support the acquisition of underwriting data and assess current coverage, creating comparative analyses and proposals tailored to our guidelines. Prepare applications, customer narratives, and exposure schedules for new clients.
  • Promote coverage options across various markets using our direct appointments and wholesaler connections for the renewal portfolio. Clarify coverage details, oversee policy issuance coordination, manage certificate handling, invoicing, and any other deliverables for new clients. Aid in formulating marketing strategies and negotiating terms with underwriters and sales representatives.
  • Oversee a range of existing customer renewals, which includes: updating exposure reviews, conducting face-to-face meetings with clients, gathering annual updates, account rounding, delivering renewal terms, and collaborating with the Account Management team to ensure timely and accurate processing of all updates.
  • Perform additional duties as required.

Education Requirements:

An Associate's degree or a minimum of 5 years of relevant experience is required. A Property & Casualty license is preferred or must be obtained within 60 days of employment. A background of 3-5 years in commercial insurance is essential.

Desired Qualifications:

Proficiency in computer applications, including Microsoft Office and other web-based tools, is necessary. Strong communication and leadership abilities are essential. The ideal candidate will be a proactive problem solver and strategic thinker, capable of leading initiatives. A collaborative spirit and the ability to effectively engage with customers are crucial. High levels of personal accountability and ownership of responsibilities are expected, along with a commitment to our core values.

Equal Opportunity Statement:

Vibrant Insurance Group is committed to equal opportunity employment and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable laws.



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