Client Relations Associate for Insurance

2 weeks ago

Scottsdale, Arizona, United States NAPAA Full time
Job Overview

The Personal Insurance Support Representative at NAPAA is tasked with fostering strong client relationships by addressing inquiries and concerns related to personal lines insurance with efficiency and professionalism. This role involves daily interactions with clients, insurance providers, and team members while executing specific service and marketing initiatives.

Key Responsibilities
  • Respond to client inquiries and correspondence regarding new or existing insurance policies, manage claims, and perform administrative tasks such as answering calls, welcoming visitors, and assisting with mail.
  • Engage with potential clients to assess their needs, gather necessary information, research policy alternatives, present options, finalize and secure new coverage, cancel outdated policies, and negotiate with insurance carriers as needed.
  • Schedule appointments or client discussions to review current policies, adjust liability limits, explore additional coverage needs, assess replacement costs, round out accounts, and secure renewals.
  • Communicate with clients to provide comprehensive information about products and services, quote new business, process renewals or cancellations, accept payments, and deliver requested documentation.
  • Proactively seek opportunities to increase coverage or round out accounts during every service interaction.
  • Address product or service concerns by clarifying the client's issue, identifying the root cause, selecting and explaining the best solution, expediting corrections or adjustments, and following up to ensure resolution.
  • Maintain accurate records of client interactions and transactions, documenting details of inquiries, comments, and actions taken in the agency management system.
Qualifications
  • Possess or obtain the required insurance license for Arizona.
  • Exhibit a strong customer-centric approach and excellent phone etiquette; demonstrate strong written and verbal communication skills, along with proficient math and reading abilities for accurate calculations.
  • Ability to manage challenging client calls and resolve complex issues independently.
  • Exhibit a strong sense of urgency, attention to detail, organizational skills, and the ability to multitask effectively.
  • Proficient in technology and computer applications.
Benefits and Perks
  • Competitive Compensation
  • Opportunities for Professional Growth
  • Job Security in a Thriving Industry
Becoming an Insurance Professional

Insurance Professionals encompass various roles, including Brokers, Underwriters, Claims Representatives, Adjusters, and Actuaries. Regardless of the title, they share a commitment to helping individuals prepare for the future.

Members of NAPAA recognize the importance of customer relationships. They understand that treating clients with fairness and integrity is essential for long-term success. Clients can trust that NAPAA member agents are among the most qualified in the industry.

With an anticipated workforce shortage in the insurance sector, the demand for Insurance Professionals continues to rise. Is this career path right for you?

This agency operates independently. Applications will be directed to the agency, and all hiring decisions will be made by the agency management.

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