Client Relations Specialist

2 days ago


La Crosse, Wisconsin, United States Harrison Gray Search and Consulting LLC Full time
Harrison Gray Search and Consulting LLC is seeking to hire a Client Relations Specialist to become a vital member of the Personal Lines division.

In this role, you will work closely with the account manager, assist in preparing proposals, manage incoming inquiries, greet clients at the office, process modification requests, and ensure the agency management system is accurately maintained.

Ideal candidates should hold a Property & Casualty License and have a minimum of 1-3 years of experience in personal lines.

**Benefits**
  • Full-Time Employment
  • Comprehensive Health Coverage
  • Dental and Vision Plans
  • Life Insurance Options
  • Flexible Spending Accounts
  • Short and Long-Term Disability Coverage
  • Accident and Critical Illness Insurance
  • Long-Term Care Insurance
  • Identity Theft Protection Services
  • Paid Holidays
  • Generous Paid Time Off
  • 401K Retirement Plan
**Key Responsibilities**

Operational Support
  • Completes necessary applications
  • Prepares proposals and summaries
  • Maintains precise data in the agency management system
  • Handles new business, renewals, and endorsements
  • Prepares certificates and general correspondence
  • Processes various requests
  • Assists with modification requests and endorsements
  • Responds to calls and visitors
  • Serves as back-up to the receptionist
Administrative Duties
  • Effectively organizes tasks and resources
  • Makes decisions in accordance with established guidelines
  • Responds promptly to calls and emails
  • Performs basic office functions
Customer Engagement
  • Delivers exceptional service
  • Fosters a customer-centric environment
  • Efficiently resolves client inquiries
  • Supports a collaborative team atmosphere
**Qualifications**

Education and Experience

A High School diploma or equivalent is required. An Associate's or Bachelor's degree is preferred. A minimum of one year of experience in the insurance industry, specifically in personal lines, is necessary.

Essential Skills and Knowledge
  • Outstanding communication abilities
  • Strong analytical and organizational skills
  • Ability to interact effectively with clients and team members
  • Proficient in computer applications
  • Capability to follow established processes and instructions
  • Efficiently manage multiple priorities
  • Attention to detail
Licensure and Certification
  • Current Property & Casualty licensure is required


  • La Crosse, Wisconsin, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search and Consulting LLC is seeking to hire a Client Relations Specialist to become a vital member of our Personal Lines division. In this role, you will work closely with the account manager, assist in preparing proposals, manage incoming inquiries, greet clients at the office, process modification requests, and ensure the agency management...


  • La Crosse, Wisconsin, United States Dahl Automotive Full time

    Client Care SpecialistAt Dahl Automotive, we prioritize our team members and strive to create a positive and supportive work environment. Our mission is to empower our team to succeed and grow in their careers. As a Client Care Specialist, you will play a critical role in delivering exceptional guest experiences and driving business results.Key...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.For over a century, Trust Point Inc. has been a trusted provider of financial services to individuals, families, businesses, and charitable organizations. Our mission is to deliver exceptional client service, helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Client Service Associate to join our...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.For over 100 years, Trust Point Inc. has been a trusted provider of financial services to individuals, families, businesses, and charitable organizations. Our goal is to deliver outstanding client service, helping our clients achieve their financial objectives.Job SummaryWe are seeking a skilled Client Service Associate to join our...


  • La Crosse, Wisconsin, United States Employee Benefits Corporation Full time

    Job SummaryWe are seeking an Enrollment Specialist I to join our team at Employee Benefits Corporation. As an Enrollment Specialist I, you will be responsible for the system set-up of specified client products and the ongoing administration, maintenance, and termination of participant accounts. This role also involves managing administrative activities...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management team at Trust Point Inc. As a key member of our team, you will be responsible for providing exceptional client service, addressing internal and external client inquiries, and handling administrative duties to ensure seamless operations.Key...


  • La Crosse, Wisconsin, United States Northwestern Mutual Full time

    {"h1": "Unlock Your Earning Potential as a Financial Representative at Northwestern Mutual", "p": "As a Financial Representative at Northwestern Mutual, you will have the opportunity to build a successful business and help your clients achieve their financial goals. With our comprehensive training and support, you will be equipped to provide personalized...

  • IT Support Specialist

    4 weeks ago


    La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.We are a leading provider of financial services to individuals, families, businesses, and charitable organizations. Our mission is to deliver exceptional client service and help our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled IT Support Specialist to join our team. As a key member of our IT...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.We are a trusted financial services provider with over 100 years of experience. Our goal is to deliver outstanding client service and help our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Information Technology Support Specialist to join our team. As a key member of our IT team, you will be...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.Trust Point Inc. is a leading provider of financial services, serving individuals, families, businesses, and charitable organizations for over 100 years. Our mission is to deliver outstanding client service, helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Information Technology Support...


  • La Crosse, Wisconsin, United States Trust Point Inc. Full time

    About Trust Point Inc.Trust Point Inc. is a leading provider of financial services, serving individuals, families, businesses, and charitable organizations for over 100 years. Our mission is to deliver outstanding client service, helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Information Technology Support...

  • Nursing Specialist

    3 weeks ago


    La Crosse, Wisconsin, United States Matrix Ventures Full time

    Care for individuals with dementia at our special care facility Promente in Bremen-Lesum. Our team provides a trusting and familial environment, fostering a strong bond with our residents. We promote independence by utilizing their existing resources and activating them. Key responsibilities include care planning, documentation, and implementation in...


  • La Crosse, Wisconsin, United States City Brewing Co Full time

    Job Title: IT Support SpecialistCity Brewing Company is seeking a skilled IT Support Specialist to join our team at our La Crosse facility. As a primary helpdesk contact, you will be responsible for installing and supporting desktop hardware, printers, telephones, and software installations and configurations.Key Responsibilities:Provide technical support to...

  • Nursing Specialist

    4 weeks ago


    La Crosse, Wisconsin, United States Matrix Ventures Full time

    About Matrix VenturesMatrix Ventures is a leading provider of specialized care services, dedicated to meeting the unique needs of individuals with various forms of dementia, including Alzheimer's.Our MissionWe strive to promote independence and activate the existing resources of our residents, while fostering a strong bond with our team and the community.Job...


  • La Crosse, Wisconsin, United States Waxing The City of Twin Cities La Crosse Full time

    Job OverviewWe are seeking a skilled Waxing Specialist/Cerologist to join our team at Waxing the City. As a Cerologist, you will be responsible for providing exceptional waxing services to our clients, ensuring a clean and professional environment, and maintaining a high level of customer satisfaction.Key ResponsibilitiesImplement customer service standards...


  • La Crosse, Wisconsin, United States GUNDERSEN LUTHERAN ADMINISTRATIVE Full time

    Job Title: Stewardship and Communications SpecialistGundersen Lutheran Administrative is seeking a highly skilled Stewardship and Communications Specialist to join our team. As a key member of our philanthropy team, you will play a critical role in coordinating and executing donor stewardship and communication efforts.Key Responsibilities:Develop and...

  • IT Support Specialist

    3 weeks ago


    La Crosse, Wisconsin, United States Trust Point Inc. Full time

    {"h1": "Information Technology Support Specialist", "p": "At Trust Point Inc., we are seeking a highly skilled Information Technology Support Specialist to join our team. As a key member of our IT department, you will be responsible for providing technical support to our staff, ensuring the smooth operation of our computer systems and...


  • La Crosse, Wisconsin, United States TEKsystems Full time

    Job Title: Help Desk Support SpecialistTEKsystems is seeking a skilled Help Desk Support Specialist to join our team. As a Help Desk Support Specialist, you will be responsible for providing technical support to internal users, troubleshooting and resolving hardware and software issues, and maintaining a high level of customer satisfaction.Key...


  • La Crosse, Wisconsin, United States Nebula Ventures Full time

    Job DescriptionJob Title: Welding Technology Specialist Training ProgramJob Summary:We are seeking a highly skilled and motivated individual to join our team as a Welding Technology Specialist. As a key member of our team, you will be responsible for providing expert welding and joining services to our clients.Key Responsibilities:Perform welding and joining...


  • La Crosse, Wisconsin, United States TotalMed Full time

    TotalMed is seeking a skilled Radiology Intervention Specialist to join our team for a travel assignment in Wisconsin. Our goal is to provide exceptional care and support to our patients and clients. As a Radiology Intervention Specialist, you will be responsible for assisting in the diagnosis and treatment of patients using imaging technologies. If you are...