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Client Experience Specialist
2 months ago
At John Willeford-District Office, we are seeking a highly skilled and motivated Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences, processing policy change requests, and maintaining knowledge of our insurance products.
Key Responsibilities
- Develop and maintain strong relationships with current clients, providing personalized support and guidance to meet their needs.
- Process customer policy change requests in a timely and efficient manner, ensuring seamless transitions and minimal disruption to clients.
- Secure all necessary documentation from clients, ensuring compliance with regulatory requirements.
- Complete Evidence of Insurance requests, providing accurate and timely information to clients.
- Process premium payments from clients, ensuring accurate and secure transactions.
- Identify opportunities to cross-sell and up-sell financial products to clients, driving revenue growth and increasing customer satisfaction.
- Stay up-to-date on new insurance products and services, providing expert knowledge and guidance to clients.
- Generate insurance quotes, providing clients with accurate and competitive pricing information.
Requirements
- Possess a genuine willingness to learn, be intuitive, and resourceful, with a strong ability to adapt to changing situations.
- Exhibit an upbeat, positive, and enthusiastic attitude, with a strong focus on delivering exceptional customer experiences.
- Be a self-starter with a sense of urgency, able to prioritize tasks and meet deadlines in a fast-paced environment.
- Demonstrate excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Possess a Property & Casualty license, with a strong understanding of insurance industry regulations and requirements.
- Exhibit professional phone etiquette, with a strong focus on providing exceptional customer service.
- Respond to all inquiries, cancellation requests, and sales requests in a timely and professional manner, ensuring high levels of customer satisfaction.
- Possess a minimum of [X] years of experience in the insurance industry, with a strong understanding of insurance products and services.
