Commercial Insurance Client Relations Specialist

2 weeks ago


New Bedford, Massachusetts, United States Boufford Insurance Agency Full time
Job Overview

Boufford Insurance Agency is looking for a detail-oriented and proactive Commercial Insurance Client Relations Specialist to enhance our dedicated team. In this role, you will be responsible for fostering client relationships, managing communications, and ensuring that all necessary documentation is meticulously maintained. Your attention to policy modifications, critical deadlines, and compliance with legal standards will be essential.

Key Responsibilities:

  • Provide clients with clear and concise information regarding coverage and billing inquiries, including explanations of rate changes and policy updates.
  • Assist clients during the renewal process by offering competitive quotes and support for any policy modifications.
  • Facilitate the claims process for clients by collecting and organizing necessary documentation for adjusters.
  • Stay informed about industry trends, current rates, and insurance products by engaging with industry partners, ensuring you can effectively assist clients and team members.
  • Update customer accounts with policy changes and communicate these updates to clients in accordance with regulatory standards.

Qualifications:

  • Prior experience in the insurance field as an agent or in a similar role is preferred; however, training will be provided for the right candidate.
  • Basic computer proficiency and familiarity with Microsoft Office Suite (Word, Excel, PowerPoint, etc.) are required.
  • Strong follow-up, written and verbal communication, and problem-solving skills are essential for success in this position.
  • Applicants must possess an active insurance license in their state or be willing to obtain one within 90 days.
  • A degree at the Associate or Bachelor's level is preferred, but candidates with relevant insurance experience will also be considered.
  • A minimum of 2 years of experience as a commercial lines insurance customer service representative is preferred.
  • Property and Casualty License is required or candidates must be willing to obtain it within 3 months.
  • This position requires in-office work.

About Boufford Insurance Agency
We are a rapidly expanding local insurance agency committed to the well-being of our clients and employees. Our benefits include health, dental, and vision insurance, Aflac, 401K, paid time off, and opportunities for career advancement and additional compensation through commission.



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