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Client Relations Specialist
2 months ago
Job Objective: As a Client Relations Specialist at PIERCE HOPKINS LLC, you will serve as the primary liaison for our esteemed clients and prospects. Your role is vital in fostering and nurturing robust relationships with both internal and external stakeholders, playing a key part in the overall success of our organization.
Client Relations Responsibilities:
- Assist clients by delivering information and addressing concerns
- Engage potential clients by responding to inquiries and suggesting products/services
- Establish and manage client accounts
- Troubleshoot product/service issues and ensure follow-up for resolution
- Oversee financial accounts and generate reports
- Collaborate with team members to achieve collective goals
Qualifications / Skills Required:
- Strong Emotional Intelligence
- Knowledge of products and market trends
- Focus on quality and adept problem-solving abilities
- Attention to detail and excellent listening skills
- Professional phone etiquette and conflict management skills
- Capability to analyze data and manage multiple tasks
- Skills in de-escalation and redirection
Education, Experience, and Licensing Requirements:
- High school diploma or equivalent
- Proficiency with office software and telecommunication systems
- Prior experience in the insurance, banking, or financial sectors is preferred
- Eligibility for relevant licenses in Property & Casualty and Life & Health
About PIERCE HOPKINS LLC: PIERCE HOPKINS LLC is an Equal Opportunity Employer committed to serving and representing our community. Our mission is to empower financially stable families and communities through meaningful interactions and exceptional customer service. We strive to be the first point of contact for our clients, offering leadership, guidance, and financial insights when necessary.