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Client Relations Specialist

2 months ago

Dubuque, Iowa, United States rachelfitzpatrick Full time

Client Relations Specialist - Rachel Fitzpatrick Agency

Position Overview

As a vital member of our team, you will be responsible for fostering strong relationships with clients and ensuring their needs are met efficiently.

Key Responsibilities

  • Build and maintain customer relationships, following up as necessary.
  • Deliver prompt, accurate, and courteous customer service.
  • Assist clients with inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing questions.
  • Collaborate with the agency to achieve marketing objectives.

What We Offer

  • Retirement savings plan
  • Base salary with commission and bonuses
  • Health insurance benefits
  • Paid time off, including vacation and personal/sick days
  • Valuable industry experience
  • Opportunities for professional growth and advancement within the agency

Compensation: $40,000 - $60,000

Qualifications

  • Exceptional interpersonal skills
  • Strong communication abilities, both written and verbal
  • Passionate about the role of insurance and financial products in helping individuals manage risks and achieve their goals
  • People-oriented with excellent organizational skills
  • Self-driven and detail-oriented
  • Committed to providing outstanding customer service
  • Able to work collaboratively in a team setting
  • Capable of effectively engaging with clients
  • Must be able to obtain Property and Casualty license
  • Must be able to obtain Life and Health license

If you are driven to excel and envision yourself in this role, we encourage you to consider joining our team.

Note: This position is with an independent contractor agent, not with the insurance company. Employees of independent agents must successfully complete any necessary licensing and training requirements.