Full-Time Client Relations Specialist

3 weeks ago


Boise, Idaho, United States Heffner Insurance Agency Inc Full time
Job Description

This Full-Time Client Relations Specialist position at Heffner Insurance Agency Inc involves managing accounts to maintain strong business relationships and ensure customer satisfaction. As an Account Manager, you will work closely with customers to understand their needs and provide tailored solutions.

You will be responsible for processing customer policy change requests, securing all necessary documents, handling incoming claim calls, and developing new financial services opportunities. With a focus on career growth and earning potential, this is an exciting opportunity for individuals who are passionate about providing exceptional customer experiences.

Key Responsibilities
  • Process customer policy change requests
  • Secure all necessary documents from customers
  • Handle incoming claim calls and follow-up with customers
  • Develop new financial services opportunities
Requirements
  • Possess a genuine willingness to learn and be coachable
  • Have an upbeat, positive, and enthusiastic attitude
  • Be a great self-starter with a sense of urgency
  • Proficiency in multitasking, follow-through, and follow-up

Estimated salary: $55,000 - $75,000 per year, depending on experience.



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