Client Relations Specialist

2 weeks ago


Fort Collins, Colorado, United States American Family Insurance - Cindy Gerk Agency Full time
Job Overview

The Account Representative plays a crucial role in delivering exceptional service to both prospective and current clients. This position is integral in recognizing opportunities for cross-selling and collaborating with sales professionals for effective follow-up. The representative also aids the agency owner in achieving service objectives.


Key Responsibilities
  • Deliver tailored, professional customer service experiences by fostering trust and cultivating robust client relationships.
  • Address customer inquiries related to coverage options, billing processes, claims, or product offerings while adhering to established agency protocols.
  • Facilitate modifications to existing accounts and policies efficiently.
  • Identify and leverage opportunities to cross-sell American Family products to current clients.
  • Coordinate appointments with existing or potential clients for agency staff.

Qualifications
  • Employment is contingent upon obtaining a personal lines insurance license within 30 days.
  • Bilingual candidates are preferred.
  • Proven experience in customer service.
  • Strong communication skills are essential.
  • Proficient in PC software applications, including Microsoft Office Suite and Internet Explorer.
  • Solid understanding of basic mathematical concepts.


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