Insurance Client Services Specialist
2 weeks ago
The Insurance Client Services Specialist plays a vital role within our organization, dedicated to delivering outstanding support to our clients while ensuring they receive optimal insurance solutions tailored to their individual requirements. Become part of a vibrant workplace where you can enhance your skills and advance your career.
Benefits:- 401(k) with employer matching
- Company events and gatherings
- Comprehensive dental coverage
- Complimentary snacks and meals
- Health insurance options
- Career advancement opportunities
- Paid leave
- Professional training and development
- Vision care plans
- Wellness initiatives
- Oversee personal insurance policies, including automobile, homeowners, flood, boat, and umbrella coverage
- Accurately manage client information within our database
- Gather essential details for insurance quotes
- Research and negotiate new and renewal business accounts
- Leverage our insurance carriers to optimize sales
- Engage professionally with clients
- Operate independently with a portfolio of clients
- Collaborate effectively with colleagues and clients
- Support workflow as necessary
- 440 Insurance license / Experience in customer service
- Minimum of 2 years in a professional office environment
- Proficient in Microsoft Outlook, Word, and Excel
- 220 Insurance License
- Bachelor's degree
- 3+ years of experience in an independent insurance agency
- Familiarity with Vertafore AMS360
If you are a committed professional with a strong interest in the insurance field, we invite you to consider joining our team.
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