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Client Relations Specialist
2 months ago
We are seeking a dedicated and driven individual to enhance our customer engagement efforts at KEVIN HENNESSY-Farmers Insurance Agency. This full-time role offers a competitive hourly wage and the opportunity for professional growth within the insurance sector. A key requirement is to obtain your insurance license within the first six months of employment.
Benefits
Competitive Base Salary with Bonus Potential
Paid Time Off (PTO)
Flexible Work Schedule
Monday to Friday Work Hours
Opportunities for Career Advancement
Retirement Savings Plan
Evenings Off
Health Coverage
Key Responsibilities
As a Client Relations Specialist, you will collaborate closely with the office manager to foster strong connections with our current clients and maintain accurate contact records. Your daily tasks will include:
- Delivering exceptional customer service to assigned policyholders.
- Assisting in the organization of annual review meetings for the Agent.
- Monitoring cancellation and renewal lists weekly to ensure high retention rates and profitability, making calls, sending emails, and mailing letters as necessary.
- Scheduling a minimum of 8 appointments weekly with both new and existing clients.
- Keeping policy and database information current.
- Coordinating thank you and welcome communications for new clients.
- Processing customer payments and understanding billing systems.
- Managing forms for personal and business clients.
Qualifications
To excel as a Client Relations Specialist, you should exhibit a strong desire to learn, be resourceful, and demonstrate initiative. Required qualifications include:
- Outstanding follow-up and multitasking abilities.
- Self-motivated with a sense of urgency to complete tasks.
- Ambitious individuals driven by opportunities for advancement.
- Excellent written and verbal communication skills.
- Ability to establish strong relationships from the ground up.
- Prior experience in insurance is preferred but not mandatory.
- A high school diploma or GED is required; a Bachelor's degree is preferred.
- A Property & Casualty license is advantageous, but training will be provided for the right candidate.
- We seek career-oriented applicants.
Growth and Development Opportunities
This position serves as a gateway to advancement within the agency and the insurance industry. Depending on your interests in various agency functions, the potential for growth is vast. Throughout your tenure, you will gain insights into how insurance operates and how a small business functions, allowing you to explore new areas within the agency or even start your own venture.
