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Customer Engagement Consultant

2 months ago

Yonkers, New York, United States NAPAA Full time
Job Overview:

The Client Relations Specialist at NAPAA is tasked with nurturing and enhancing profitable connections with clients while expanding the business portfolio through new client acquisitions. This role is pivotal in ensuring exceptional customer experiences by addressing inquiries and concerns with efficiency and professionalism through daily interactions with clients, insurance providers, and team members while executing specific service and marketing initiatives.

Key Responsibilities:
  • Identify, assess, and cultivate insurance opportunities with both new and existing clients through various communication channels including in-person meetings, online interactions, phone calls, and written correspondence.
  • Build and sustain strong relationships with clients and prospects through consistent follow-ups, precise and timely quotations, and comprehensive account support. Anticipate, address, and follow up on all client needs.
  • Engage in proactive networking and strategizing for new clients and business prospects.
  • Track, analyze, and report on critical metrics to ensure sales objectives are met, while maintaining timely and professional documentation of sales activities.
  • Collaborate with colleagues, mentor junior staff, provide insights and respond to inquiries, and participate in both formal and informal meetings as necessary.
  • Assist and prepare clients for renewals and retention efforts, ensuring robust client relationships are upheld.
  • Stay updated with continuing education and industry developments, including new product information, regulations, coverages, and technological advancements to enhance knowledge and performance.
  • Review client audits, confirm and facilitate necessary corrections, and manage accounts receivable and billing processes.
Qualifications:
  • Possess the insurance license mandated by your state and have a minimum of two years of experience in personal and commercial lines insurance account management, or equivalent professional experience.
  • Hold a valid driver's license and/or have access to reliable transportation.
  • Exhibit strong knowledge of insurance products, rating and underwriting procedures, coverages, and industry operations to effectively secure new business and maintain the existing client base.
  • Demonstrate a proven history of success in business-to-business sales. Exhibit strong presentation, persuasion, and negotiation skills with the capability to close sales effectively.
  • Be client-oriented, focused on customer satisfaction, and assertive in developing new client relationships while servicing current clients.
  • Possess exceptional organizational skills with the ability to complete complex tasks independently, sound business judgment, strong decision-making capabilities, and superior written and verbal communication skills.
  • Exhibit excellent time management skills, thrive in a collaborative environment, and demonstrate proficiency in technology and computer systems, including agency management software.
Benefits and Perks:

Competitive Salary + Commissions and Bonuses

Opportunities for Professional Development

Job Security in a Growing Industry

Compensation: $45,000 - $65,000 per year

Becoming an Insurance Professional:

Insurance Professionals encompass various roles such as Brokers, Underwriters, Claims Representatives, Adjusters, and Actuaries. Regardless of the title, they share a common mission to prepare individuals for the future.

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

With an impending workforce shortage in the insurance sector, the demand for Insurance Professionals is increasing daily. 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's management team. All inquiries regarding employment should be directed to the agency location.