Insurance Customer Experience Specialist

2 months ago


Elk Grove, California, United States NAPAA Full time

Job Overview

The Customer Experience Representative at NAPAA is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Key Responsibilities:

  • Identify, qualify, and develop personal insurance opportunities with new and existing clients.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
  • Present policies to insured and educate them on coverages and rates.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.

Requirements:

  • Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.

Benefits:

  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry


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