Insurance Client Relations Specialist

2 weeks ago


Plymouth, Minnesota, United States TRICOR Insurance Full time

Are you passionate about providing exceptional customer service? Do you possess strong organizational and administrative skills? Are you adept at managing multiple tasks and interruptions effectively? If you seek a role that allows you to stay engaged while maintaining a healthy work-life balance, this opportunity may be ideal for you.

As an Insurance Client Relations Specialist, you will play a vital role in delivering outstanding service to our personal lines clients at TRICOR Insurance. This position is essential for fostering positive client relationships through proactive support and assistance.

Key Responsibilities:

  • Act as the primary contact for client accounts, addressing claims and various customer service inquiries.
  • Oversee renewals and new business for agents and clients, including application processing, pricing reviews, and proposal preparation.
  • Interpret and communicate carrier and vendor information to support clients effectively.
  • Facilitate client meetings, renewal presentations, and audits while addressing service-related issues.
  • Assist in identifying new business opportunities, including annual reviews and cross-selling.

Essential Qualifications:

  • High School diploma or equivalent is required.
  • Advanced education in a related field or a minimum of 2 years of relevant experience.
  • Proficiency in MS Office applications.
  • Must obtain an Insurance License within 30 days of employment.
  • Ability to communicate effectively with both internal and external stakeholders.
  • Strong organizational skills with the ability to manage multiple priorities.
  • Commitment to maintaining confidentiality.

Preferred Qualifications:

  • Familiarity with the insurance industry, markets, and carriers.
  • Experience with Applied Systems Epic software.
  • Current Property & Casualty license.

At TRICOR Insurance, we are dedicated to fostering a culture of continuous learning and teamwork. We value diversity and encourage individuals from various backgrounds to apply. Join us to discover a fulfilling career path where you can thrive in a supportive environment.



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