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Client Relations Specialist

2 months ago

Taunton, Massachusetts, United States Lloyd & Whyte Full time

Position Overview: The role focuses on delivering exceptional support and guidance to clients throughout their policy journey, ensuring optimal service levels and client satisfaction. Below are the key responsibilities and qualifications:

  • Meet personal targets and key performance metrics as established
  • Deliver a proactive and efficient renewal service, striving to retain clients by highlighting essential selling points and maintaining effective communication with insurers
  • Initiate renewal invitations
  • Offer expert support and guidance to clients during the entire policy lifecycle, guaranteeing high service standards and client contentment
  • Manage all policy administration tasks in a professional and timely manner
  • Underwrite scheme policies within designated authority levels and referral protocols
  • Actively seek to optimize business opportunities, informing clients about alternative products, identifying potential coverage gaps, and encouraging insurance reviews whenever feasible
  • Review, process, and issue new policies
  • Comply with all company, regulatory, and compliance standards
  • Maintain and enhance personal technical knowledge
  • Provide assistance to colleagues across various departments as needed

Required Qualifications: Chartered Insurance Institute Certificate in Insurance