Client Service Specialist

3 weeks ago


Yuma, Arizona, United States Relation Insurance Services Full time
Sr. Client Service Specialist

We are seeking a highly skilled and dedicated Sr. Client Service Specialist to join our team at Relation Insurance Services. As a key member of our Service team, you will be responsible for assisting the Sales and Account Management teams in servicing and retaining clients.

Key Responsibilities:

  • Assist in the day-to-day maintenance of customer files to support the Service team.
  • Develop professional business relationships with producers, account managers, and clients.
  • Develop, maintain, and demonstrate a thorough knowledge of Personal Lines products and services.
  • Actively participate in efforts to gain and deepen client relationships.
  • Identify, research, and provide resolution for escalated client issues.
  • Assist in the remarketing of renewals to ensure a high level of account retention.

Requirements:

  • A Property and Casualty and/or Personal Lines License from the state of domicile.
  • High School Diploma.
  • Bilingual (English/Spanish) preferred.
  • 3+ years of experience in Customer Service, with a preference for individuals with Personal Lines experience.
  • Proficiency with computer software and Microsoft Office Suite.


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