Client Relationship Specialist

1 week ago

Yonkers, New York, United States NAPAA Full time

Position Overview:

The Client Relationship Specialist at NAPAA is tasked with nurturing and enhancing profitable connections with clients while expanding the portfolio through new client acquisitions.

This role also involves upholding robust customer relationships by addressing inquiries and concerns promptly and professionally through daily interactions with clients, insurance providers, and colleagues, while executing specific service and marketing initiatives.

Key Responsibilities:

  1. Identify, assess, and cultivate insurance prospects with both new and existing clients through various communication channels including in-person meetings, online interactions, phone calls, and written correspondence.
  2. Build and sustain exceptional relationships with clients and prospects through consistent follow-ups, precise and timely quotations, and comprehensive account support.
  3. Proactively address, respond to, and follow up on all client needs.
  4. Engage in networking and strategic planning to attract new clients and business opportunities.
  5. Track, analyze, and report on essential metrics to ensure sales objectives are met, while maintaining accurate and professional documentation of sales activities.
  6. Collaborate with team members, mentor junior staff, provide expertise, and participate in both formal and informal meetings as required.
  7. Assist and prepare clients for renewals and retention, ensuring strong client relationships are upheld.
  8. Maintain continuing education and stay informed about industry trends, new product offerings, regulations, coverages, and technological advancements to enhance knowledge and performance.
  9. Review client audits, confirm and facilitate necessary corrections, and manage accounts receivable and billing.

Qualifications:

  • Possess the necessary insurance license as mandated by your state and have a minimum of two years of experience in personal and commercial lines insurance account management, or equivalent professional experience.
  • Hold a valid driver's license and/or have access to reliable transportation.
  • Exhibit a strong understanding of insurance products, rating and underwriting procedures, coverages, and industry operations to effectively acquire new business and maintain existing client relationships.
  • Demonstrate a proven track record of success in business-to-business sales.
  • Possess strong presentation, persuasion, and negotiation skills with the ability to close sales effectively.
  • Be client-oriented, focused on customer satisfaction, and assertive in developing new client relationships and servicing current clients.
  • Exhibit excellent organizational skills with the ability to manage complex assignments independently, sound business judgment, strong decision-making capabilities, and superior written and verbal communication skills.
  • Demonstrate exceptional time management skills, thrive in a collaborative environment, and possess proficiency in technology and computer systems, including agency management software.

Benefits:


Competitive Salary + Commissions and Bonuses
Professional Growth Opportunities
Job Security in a Growing Sector
Compensation: $45,000 - $65,000 annually

As the demand for Insurance Professionals continues to rise, NAPAA members are committed to providing exceptional service and fostering lasting relationships with clients. This agency is independently owned and operated, ensuring that your application will be directed to the agency, with all hiring decisions made by its management.

  • Client Relationship Specialist

    2 weeks ago

    Yonkers, New York, United States NAPAA Full time

    Job Overview: The Client Relationship Specialist at NAPAA is tasked with nurturing and enhancing profitable connections with clients while expanding the business portfolio through new client acquisitions. This role also involves sustaining robust customer relationships by addressing inquiries and concerns promptly and professionally through daily...

  • Client Relationship Manager

    1 week ago

    Yonkers, New York, United States Freedom Recruiters USA Full time

    Position OverviewWe are thrilled to present an exceptional opportunity for a driven professional to join Freedom Recruiters USA as a Business Development Manager in the thriving field of CCTV and security access control. This pivotal role focuses on crafting and executing innovative strategies aimed at enhancing business expansion and increasing revenue...

  • Client Relations Specialist

    1 week ago

    Yonkers, New York, United States Fine Line Vision Full time

    Job OverviewFine Line Vision is a dynamic consulting firm specializing in telecommunications sales and marketing. Our mission is to enhance the profitability and visibility of our clients' esteemed brands through innovative revenue strategies.We are currently seeking a Client Relations Specialist to support our strategic marketing and sales initiatives. The...

  • Client Relationship Banker

    2 weeks ago

    Yonkers, New York, United States Wells Fargo Full time

    Role Overview:As a Personal Banking Associate, you will play a vital role in enhancing the customer experience by fostering strong relationships through proactive engagement.Key Responsibilities:- Build and maintain customer relationships through outreach initiatives.- Recommend suitable financial products, services, and digital solutions tailored to meet...

  • Travel Nurse RN

    5 days ago

    Yonkers, New York, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Telemetry SpecialistWe are seeking a skilled Travel Nurse RN - Telemetry Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN - Telemetry Specialist, you will be responsible for providing high-quality patient care in a fast-paced Telemetry environment.About the JobJob Type: Travel Nurse RN - Telemetry...

  • Client Relations Specialist

    1 week ago

    Yonkers, New York, United States NAPAA Full time

    Position Overview: The Client Relations Specialist at NAPAA is tasked with nurturing and enhancing profitable connections with clients while expanding the business portfolio through new client acquisitions. This role is pivotal in ensuring robust customer interactions by addressing inquiries and concerns with efficiency and professionalism, engaging daily...

  • Client Relationship Manager

    1 week ago

    Yonkers, New York, United States Madison Approach Full time

    Job OverviewOur client, Madison Approach, a leader in the manufacturing sector, is embarking on an innovative digital venture through a cloud-based platform that offers predictive maintenance insights and recommendations. They are in search of a Product Account Manager who is eager to enhance their technical expertise, tackle new challenges, and collaborate...

  • Client Relationship Manager

    2 weeks ago

    Yonkers, New York, United States Madison Approach Full time

    Job DescriptionOur client, Madison Approach, a leader in the manufacturing sector, is embarking on an innovative digital initiative through a cloud-based platform that offers predictive maintenance insights and recommendations. They are in search of a Product Account Manager who is eager to expand their technical expertise, tackle new challenges, and...

  • Relationship Banker

    6 days ago

    Yonkers, New York, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...

  • Client Relations Specialist

    1 week ago

    Yonkers, New York, United States Jordan Washington - State Farm Agent Full time

    Position OverviewAs a Client Relations Specialist with the Jordan Washington State Farm Agency, you will play a pivotal role in delivering outstanding client experiences that contribute to the success of our insurance operations. Your keen attention to detail, exceptional customer service abilities, and genuine desire to assist others will make you an...

  • Relationship Banker

    3 days ago

    Yonkers, New York, United States Bank of America Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Your key...

  • Client Relations Specialist

    2 weeks ago

    Yonkers, New York, United States The Ferrara Management Group, Inc. Full time

    Job DescriptionOur organization is looking for committed professionals to become part of our team in the property management sector. In this position, you will be instrumental in supporting clients with the daily management of their real estate assets. This role offers a chance for personal and professional development within the company while representing...

  • Refrigeration Specialist

    4 days ago

    Yonkers, New York, United States HIGH TECH APPLIANCE LLC Full time

    Job OverviewHigh Tech Appliance LLC is seeking a skilled Refrigeration Specialist to join our team. As a key member of our service team, you will be responsible for providing top-notch repair and maintenance services to our clients.Key Responsibilities:Provide on-site repair and maintenance services for a variety of appliances, including refrigerators,...

  • Product Engagement Specialist

    1 week ago

    Yonkers, New York, United States Fine Line Vision Full time

    Job OverviewAt Fine Line Vision, we excel in transforming client product inquiries into lucrative partnerships. Our consultative methodology has significantly enhanced our clients' brand visibility and fostered new avenues for internal growth and advancement. As a Product Engagement Specialist, you will serve as the primary liaison for our customer accounts,...

  • Administrative Support Specialist

    1 day ago

    Yonkers, New York, United States Westhab, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Westhab, Inc. as a Program Coordinator. This role will provide administrative support to the Employment Services division, ensuring the smooth operation of our programs.Key ResponsibilitiesClient Support: Greet and assist clients and...

  • Beauty Services Client Liaison

    1 week ago

    Yonkers, New York, United States Ulta Beauty, Inc. Full time

    Beauty Services Client LiaisonPosition Overview:The Beauty Services Client Liaison role at Ulta Beauty focuses on fostering relationships with clients and enhancing the beauty services sector through tailored interactions. This position is pivotal in embodying Ulta Beauty's ethos, offerings, and community spirit. The ideal candidate will possess a deep...

  • Client Support Specialist

    1 week ago

    Yonkers, New York, United States Westhab Inc. Full time

    Job OverviewPosition Title: Case ManagerDepartment: Supportive Housing ServicesClassification: Non-ExemptLocation: YMCA/WesthabSupervisor: Service CoordinatorCompensation: $40,000 - $45,000 AnnuallyPosition Summary: The Case Manager plays a crucial role in ensuring that all clients enrolled in the program receive comprehensive assessments and are directed to...

  • Client Support Specialist

    1 week ago

    Yonkers, New York, United States Westhab Inc. Full time

    Job OverviewPosition Title: Case ManagerDepartment: Supportive Housing ServicesClassification: Non-ExemptLocation: YMCA/WesthabReports To: Service CoordinatorSalary Range: $40,000 - $45,000 AnnuallyPosition Summary: The Case Manager plays a critical role in ensuring that all clients enrolled in the program receive thorough assessments and are referred to...

  • Client Support Specialist

    1 week ago

    Yonkers, New York, United States Westhab Inc. Full time

    Job OverviewPosition Title: Case ManagerDepartment: Supportive Housing ServicesFLSA Status: Non-ExemptLocation: YMCA/WesthabReports To: Service CoordinatorSalary Range: $40,000 - $45,000 AnnuallyPosition Summary: The Case Manager plays a crucial role in ensuring that all clients participating in the program receive thorough assessments and are directed to...

  • Community Outreach Specialist

    2 weeks ago

    Yonkers, New York, United States Westhab Inc. Full time

    Job OverviewPOSITION TITLE: Community Outreach SpecialistDEPARTMENT: Adult Housing & ServicesFLSA STATUS: Non-ExemptLOCATION: Yonkers, NYSUPERVISOR: Program CoordinatorSALARY: CompetitiveSUMMARY: The Community Outreach Specialist is responsible for proactively engaging individuals experiencing homelessness through community outreach efforts. This role...