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Insurance Client Relations Specialist

2 months ago

San Jose, California, United States GAEL Rodriguez Insurance Agency Full time
Job Overview

The Gael Rodriguez Insurance Agency is in search of a detail-oriented and proactive professional to manage administrative responsibilities and assist insurance agents in attracting and retaining clients.
We are eager to integrate your enthusiasm and marketing insights into our organization as we strive for collective success.

KEY RESPONSIBILITIES:

  • Develop and maintain customer relationships, ensuring timely follow-ups as necessary.
  • Deliver prompt, precise, and courteous customer support. This includes addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
  • Implement a customer-centric, needs-based assessment approach to inform clients about available insurance choices.
  • Utilize exceptional communication skills to effectively address customer needs while fostering business growth.

REQUIREMENTS:

  • Strong commitment to customer service excellence.
  • Preferred experience in sales (including outside sales, inside sales representative, retail sales associate, or telemarketing).
  • Ability to obtain Property and Casualty License.
  • Ability to secure a Life/Health License.
  • Capable of meeting mutually established marketing objectives.
  • Interest in promoting products and services tailored to customer requirements.

OFFERINGS:

  • Compensation structure includes salary plus commission/bonus.
  • Paid time off, including vacation and personal/sick days.
  • Opportunities for professional growth and advancement within the agency.