Client Engagement Specialist

2 weeks ago


Canonsburg, Pennsylvania, United States USG Insurance Services Full time
Position: Client Engagement Specialist

Company: USG Insurance Services, Inc. / USG Holding

Compensation: Salaried position, pay based on qualifications of applicant

Hours: Full-time (40 hours per week) M-F 8:30-5:00,

The Client Engagement Specialist will be a key member of our national Agency Relationship Management team. This role involves collaboration with our internal advertising, marketing, and sales divisions. The individual will focus on generating new business opportunities and providing education to agents regarding our quoting platforms and services. Responsibilities will include tailored training and personalized mentorship aimed at enhancing your insurance, sales, and overall professional capabilities.

Desired Qualifications:
  • Goal-oriented and persistent.
  • Excellent interpersonal skills with the ability to establish rapport with retail clients.
  • Dynamic, enthusiastic, and eager to acquire new knowledge.
  • Proficient in Excel, PowerPoint, and Word.
  • Able to collaborate effectively in teams; open to constructive feedback.
  • Capable of managing multiple projects in a fast-paced environment.
  • Bachelor's Degree in Marketing, Communications, Business, or a related field preferred, but not mandatory.
Key Responsibilities:
  • Engage with current and prospective retail agency clients through phone and electronic communication to provide product updates and support their business needs.
  • Partner with the National Production teams to explore sales opportunities with targeted agencies.
  • Conduct daily outbound calls to foster business relationships.
  • Maintain accurate records of communications and pertinent information using our proprietary CRM system.
  • Oversee the national agency development and retention strategy.
  • Support branch offices in executing local retail agency marketing strategies.
  • Evaluate company performance against service level agreements and identify potential issues through client satisfaction assessments.
  • Collaborate closely with Business Development to create and implement innovative strategies for business growth.
  • Additional Responsibilities May Include:
  • Represent USG at industry events, including conventions and trade shows.
  • Manage online systems registration, training, and reporting.
  • Analyze sales data from marketing efforts and devise methods to showcase our results.


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