Client Relations Specialist
1 week ago
- Performance-based bonuses
- Attractive salary package
- Career advancement opportunities
- Paid leave
- Professional training and development
The Account Representative is responsible for delivering exceptional service to both prospective and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales experts for follow-up actions. Additionally, the representative aids the agency owner in achieving service objectives.
Key Responsibilities
- Delivers tailored, professional customer service by fostering trust and nurturing strong client relationships
- Adds value by addressing customer inquiries related to coverage options, billing, claims, or products in accordance with established agency protocols
- Manages modifications to current accounts and policies
- Identifies opportunities to cross-sell American Family products to existing clientele
- Coordinates appointments with current or potential clients for agency personnel
- Employment is contingent upon obtaining a personal lines insurance license within 30 days
- Bilingual candidates are preferred
- Proven experience in customer service
- Strong communication abilities
- Proficient in PC software applications (Microsoft Office Suite, Internet Explorer)
- Fundamental mathematical skills are essential
This role is part of the Agency Team, supporting the Agency Owner and is not a direct employee of American Family Insurance.
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