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Client Engagement Specialist

2 months ago

Houston, Texas, United States Cynthiabeecher Full time
Position Overview

Cynthiabeecher is in search of a dedicated professional to join our dynamic team as a Customer Relations Representative. We are looking for an enthusiastic individual who is passionate about enhancing customer satisfaction and contributing to our growth through meaningful interactions.

If you are a proactive self-starter who excels in a vibrant environment, this is your chance to embark on a fulfilling career with significant income and advancement opportunities.

Key Responsibilities
  • Build and nurture customer relationships, ensuring follow-ups as necessary.
  • Deliver prompt, accurate, and courteous customer service, addressing inquiries related to insurance options, eligibility, policy modifications, claims, and billing.
  • Utilize a customer-centric, needs-based approach to inform clients about various insurance products.
  • Collaborate with the team to set and achieve marketing objectives.
  • Generate leads, arrange appointments, assess customer needs, and promote suitable products and services.
  • Maintain a strong work ethic with a commitment to achieving success daily.
What We Offer
  • Competitive hourly wage plus commission and bonuses.
  • Paid time off, including vacation and personal/sick days.
Qualifications
  • Preferred experience in sales (inside or outside sales, retail, or telemarketing).
  • Demonstrated success in meeting sales targets.
  • Interest in marketing products tailored to customer needs.
  • Exceptional interpersonal and communication skills, both written and verbal.
  • Genuine enthusiasm for the role that insurance and financial products play in helping individuals manage everyday risks and achieve their aspirations.
  • Self-motivated with the ability to thrive in a team setting.
  • Capability to handle multiple tasks effectively.
  • Experience in delivering presentations to potential clients.
  • Ability to connect with customers on a personal level.
  • Bilingual candidates, especially in Spanish, are preferred.
  • Must be able to obtain Property and Casualty and Life and Health licenses.
  • Willingness to stay updated on product changes, licensing, and industry developments.

If you envision yourself thriving in this role, we encourage you to complete our application process. We will provide further details regarding the next steps in the interview journey.

This position is with an independent contractor agent, not with Cynthiabeecher. Employees of independent agents must successfully complete any necessary licensing and training requirements.