Client Relations Specialist
2 weeks ago
Are you seeking an opportunity to make a difference, express your ideas, and have a say in your career path while staying informed about the latest trends in the insurance industry? If you aspire to potentially launch your own business in the future but feel you're not quite ready, then I would be eager to discuss this with you. As a member of my agency team, I will provide guidance and foster an environment where you can gain valuable insights into the insurance field and develop your leadership skills.
Key Responsibilities
- Identify potential clients, schedule meetings, understand client needs, and recommend suitable products and services.
- Establish and maintain strong client relationships, ensuring timely follow-ups as needed.
- Provide prompt, accurate, and friendly customer service, addressing inquiries related to insurance options, eligibility, coverage details, policy changes, claims, and billing.
- Work alongside the agent to set and achieve marketing goals.
- Exhibit a strong work ethic and a commitment to daily success.
- Enhance skills necessary for managing a business.
- A competitive base salary along with commission and bonuses
- Training in marketing property/casualty, life, health, banking, and mutual fund products
- Opportunities to set sales goals and growth strategies
- Collaboration with the agent to understand their roles and office operations
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