Client Relations Specialist
2 weeks ago
Benefits:
- SIMPLE retirement plan with matching contributions
- Comprehensive dental coverage
- Health insurance options
- Opportunities for career advancement
- Paid time off for vacations and personal needs
- Training and professional development programs
- Vision insurance available
ROLE SUMMARY:
Katie Chase Insurance & Financial Services, Inc. is on the lookout for a detail-oriented and proactive individual to manage administrative tasks and assist insurance agents in attracting and retaining clients. As a Client Relations Specialist within our agency, your meticulous nature, commitment to customer service, and sales-oriented mindset will prepare you for this dynamic role. Your contributions as an enthusiastic and driven professional who excels in a fast-paced environment will create pathways for advancing your career and increasing your earnings.
We are excited to welcome your energy and marketing insights to our team as we strive for collective success.
KEY RESPONSIBILITIES:
- Build and maintain customer relationships, ensuring timely follow-ups as necessary.
- Deliver prompt, accurate, and friendly customer service, addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.
- Utilize a customer-centric, needs-based review approach to inform clients about available insurance solutions.
- Employ effective communication skills to meet customer needs while fostering business growth.
- Collaborate with team members on projects that contribute to the agency's success.
QUALIFICATIONS:
- Strong dedication to customer service excellence
- Prior sales experience (including roles in outside sales, inside sales, retail, or telemarketing) is preferred
- Ability to obtain Property and Casualty License
- Ability to obtain a Life/Health License
- Capability to meet mutually established goals
- Interest in marketing products and services tailored to customer needs
- Spanish language proficiency is a plus
ADDITIONAL BENEFITS:
- Compensation structure includes hourly pay plus commission/bonus opportunities
- Paid time off for vacations and personal/sick days
- Health benefits provided
- SIMPLE retirement plan available
- Potential for growth and advancement within our organization
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