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Client Relations Specialist
2 months ago
In this role, you will work closely with the account manager, assist in preparing proposals, manage incoming inquiries, greet clients at the office, process modification requests, and ensure the agency management system is consistently updated with pertinent information.
Ideal candidates should hold a Property & Casualty License and have a minimum of 1-3 years of experience in personal lines.
Benefits
- Full-Time Employment
- Comprehensive Health Coverage
- Dental and Vision Plans
- Life Insurance Options
- Flexible Spending Accounts
- Short and Long-Term Disability Coverage
- Accident and Critical Illness Insurance
- Long-Term Care Insurance
- Identity Theft Protection Services
- Paid Holidays
- Generous Paid Time Off
- 401K Retirement Plan
Operational Support
- Completes necessary applications
- Prepares proposals and summaries
- Maintains precise data in the agency management system
- Handles new business, renewals, and endorsements
- Prepares certificates and general correspondence
- Processes various requests
- Assists with modification requests and endorsements
- Responds to calls and visitors
- Serves as back-up to the receptionist
- Effectively organizes tasks and resources
- Makes decisions in accordance with established guidelines
- Responds promptly to calls and emails
- Performs basic office functions
- Delivers exceptional service
- Fosters a customer-centric environment
- Efficiently resolves client inquiries
- Supports a collaborative team atmosphere
Education and Experience
A High School diploma or equivalent is required, with an Associate's or Bachelor's degree preferred. A minimum of one year of experience in the insurance industry, specifically in personal lines, is essential.
Required Skills and Knowledge
- Outstanding communication abilities
- Strong analytical and organizational skills
- Ability to interact effectively with clients and team members
- Proficient in computer applications
- Capability to follow established processes and instructions
- Efficiently manage multiple priorities
- Attention to detail
- Current Property & Casualty licensure is mandatory
