Client Services Specialist
2 weeks ago
ROLE OVERVIEW
As a Client Services Specialist at Callahan Agency, you will play a pivotal role in crafting outstanding client interactions that contribute to the success of our insurance practice.
Your meticulous attention to detail, exceptional customer service capabilities, and genuine desire to assist others make you an excellent candidate for this position.In this role, you will advance your career by addressing client inquiries, collaborating with fellow team members, and proactively identifying the needs of the community you serve.
We are eager to connect with you if you embody the customer-centric and compassionate qualities we seek in our team members.
We foresee opportunities for internal advancement for those who are particularly motivated and sales-oriented.KEY RESPONSIBILITIES
Build and maintain customer relationships while ensuring timely follow-ups.
Deliver prompt, precise, and friendly customer service, which may include addressing questions about insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
Employ a customer-focused, needs-based assessment approach to inform clients about their insurance choices.
Utilize outstanding communication skills to effectively meet customer needs while fostering business growth.
Initiate calls to both existing and prospective clients to drive business development.
QUALIFICATIONS
Committed to providing exceptional customer service.
Able to connect with clients, respond to their inquiries, and foresee their needs.
Strong communication skills to assist clients and collaborate with other team members.
Proactive in resolving issues.
Bilingual Polish speaker preferred.
BENEFITS
Competitive salary with commission/bonus opportunities.
Potential for growth and advancement within the agency.
Paid time off, including vacation and personal/sick days.
Health benefits stipend.
Valuable experience for career development.
401(k) plan.
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