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Insurance Client Relations Specialist
2 months ago
The Insurance Client Relations Specialist at Big I Minnesota plays a crucial role in fostering strong customer connections by addressing inquiries and concerns during the policy renewal phase with efficiency, precision, and professionalism. This position involves daily interactions with clients, insurance providers, and team members while executing specific service and marketing initiatives.
Key Responsibilities
- Assist existing clients with policy updates, provide quotes, process payments, respond to inquiries, and supply necessary documentation.
- Handle customer communications regarding renewals or current insurance policies.
- Engage with clients to assess their needs, gather relevant information, research policy alternatives, present options, finalize and secure new coverage, cancel outdated policies, and negotiate with insurers as needed.
- Schedule appointments or client calls to review current policies, assess liability limits and exposures, discuss additional coverage requirements, evaluate replacement costs, enhance accounts, and secure renewals.
- Communicate with clients to deliver comprehensive information about products and services, generate quotes, manage renewals or cancellations, process payments, and provide requested documentation.
- Resolve product or service issues by clarifying client concerns, identifying the root cause, selecting and explaining the best solutions, expediting corrections or adjustments, and following up to ensure resolution.
- Review insurance policies for accuracy and facilitate necessary corrections between clients and insurers.
- Maintain detailed records of customer interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, mentor staff, provide expertise, and participate in formal and informal meetings as required.
- Possess the insurance license mandated by your state.
- Exhibit a strong understanding of insurance products, rating and underwriting procedures, coverage options, and industry operations to effectively manage and service assigned clients and prospects.
- Demonstrate a strong customer-centric approach and excellent phone etiquette; possess strong written and verbal communication skills, along with proficient math and reading abilities for calculations.
- Exhibit a sense of urgency, attention to detail, organizational skills, the ability to multitask, and follow-up capabilities, along with the capacity to manage challenging situations with clients and resolve complex issues independently.
- Possess exceptional time management skills with a personal accountability mindset, as well as proficiency in technology and computer systems, including agency management platforms, rating tools, and navigation of insurer websites.
- Full-Time 4-Day Work Week
- Competitive Compensation
- Remote Work Options
- Opportunities for Professional Development
- Job Security in a Growing Industry
Flexible work-from-home arrangements are available.
Your Future as an Independent Insurance Agent Begins Here
If you seek a career that offers flexibility, job security, competitive pay, and more, you are in the right place. Working with an independent agency is a rewarding career choice.
Independent insurance agents safeguard our clients by providing tailored home, auto, business, life, and health insurance policies. Independent agencies are not limited to offering products from a single insurance provider; instead, we can present clients with a range of policy options from various insurers to ensure optimal protection at competitive rates.
The demand for insurance professionals continues to grow. Is this career path suitable for you?