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Client Relations Specialist

2 months ago

Duluth, Minnesota, United States Isaacson & Associates LLC - American Family Insurance Full time
Job Overview

The Customer Service Professional is dedicated to delivering exceptional service to both prospective and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales specialists for effective follow-up. The position supports the Agency Owner and Director in achieving agency service objectives. A professional demeanor, courteous approach, and a genuine willingness to assist are essential for building strong relationships with clients.


Key Responsibilities
  • Deliver tailored, professional customer service experiences by fostering trust and developing robust client relationships.
  • Address customer inquiries regarding coverage options, billing, claims, or products by adhering to established agency protocols.
  • Enhance customer satisfaction by implementing best practices, including Personal Insurance Reviews and claims processes.
  • Manage modifications to existing accounts and policies.
  • Guide clients in understanding the insurance policies that align with their needs and objectives.
  • Identify and address any gaps in customer insurance coverage.
  • Open and close the office while ensuring a clean and organized environment.
  • Act as a liaison between the customer and various business partners on behalf of the agency.
  • Assist clients with claims by directing them to the appropriate Claims Department contacts and resources, ensuring their needs are met.
  • Coordinate appointments with current or prospective clients for agency personnel.

Benefits and Perks
  • Competitive hourly wage with potential bonuses.
  • Paid holidays and time off.
  • Comprehensive training programs.
  • Life insurance coverage.
  • Opportunities for bonuses based on customer satisfaction ratings.
  • Career advancement opportunities.
  • Mentorship and hands-on training.
  • A supportive and professional work environment.
  • A dog-friendly office atmosphere.
  • A break room equipped with recreational activities.

Qualifications
  • No insurance license is required at the time of hire; it can be obtained after joining the team.
  • A minimum of one year of demonstrated customer service experience.
  • Strong communication skills.
  • Proficiency in PC software applications, including Microsoft Office Suite.
  • Professional office and telephone etiquette.
  • Basic mathematical skills and understanding.