Client Relations Specialist
1 week ago
Client Relations Specialist - Insurance
Company:
First Mid Bank & Trust
Job Overview:
The Client Relations Specialist is responsible for providing exceptional customer service and facilitating the policy renewal process. This role supports account administrators, managers, and producers in maintaining existing policies and acquiring new clients.
Key Responsibilities:
- Manage the renewal and marketing of expiring policies by collecting updated client information and coordinating with underwriters for policy issuance.
- Address daily client inquiries including policy modifications, insurance certificates, and general questions.
- Track policy expiration timelines to ensure timely renewals.
- Oversee accounts receivable for assigned client accounts.
- Assist producers with administrative tasks, including the preparation of insurance applications.
- Promote insurance and banking services in a professional manner.
- Complete all necessary training related to job responsibilities.
- Perform additional duties as assigned.
Education:
- High school diploma or equivalent.
- Some college education is preferred but not mandatory.
- Previous experience in the insurance industry is advantageous.
- Proficiency in Excel, Word, and similar software is required.
- Comprehensive understanding of insurance products and coverage options.
- Strong organizational and communication skills, with the ability to manage multiple tasks and set priorities effectively.
- Ability to empathize with clients and respond appropriately to their needs.
- Flexibility to work outside of standard hours as necessary.
- Must maintain a valid Insurance Producers license and a driver's license.
- Willingness to conduct client visits or work outside the office as required.
Compensation:
- Compensation will be based on the candidate's experience.
- For a comprehensive list of benefits, please refer to our Total Rewards page.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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