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Client Relations Specialist

2 months ago

Rio Rancho, New Mexico, United States Hoffman Agency Full time
Job Overview

We are seeking a dedicated and proactive Customer Service Representative to join our team at Hoffman Agency. This role is ideal for individuals who are confident, self-motivated, and eager to contribute to our clients' success.


Key Responsibilities
  • Assist in onboarding new clients with a welcoming approach.
  • Schedule appointments for life insurance consultations.
  • Monitor and manage client alerts effectively.
  • Handle documentation processes including obtaining signatures, emailing, scanning, and uploading necessary files.
  • Generate insurance quotes, implement changes, and facilitate the sale of insurance products.
  • Deliver outstanding customer service to enhance client satisfaction.

Qualifications

Licenses/Certifications:

  • Property & Casualty License (Preferred but not mandatory)
  • Life and Health Insurance License (Preferred but not mandatory)

This position offers a full-time schedule with a range of benefits including:

  • Annual Base Salary with Commission and Bonus Opportunities
  • Paid Time Off (PTO)
  • Flexible Work Schedule
  • Retirement Savings Plan
  • Opportunities for Career Advancement
  • Life Insurance Coverage

We are looking for individuals who are driven, goal-oriented, resourceful, and eager to learn.