Client Relations Specialist in Insurance and Financial Services

2 weeks ago


Tucson, Arizona, United States Stephanie Rodriguez - State Farm Agent Full time
Join Our Team: Client Relations Specialist at Stephanie Rodriguez - State Farm Agent

We are excited to announce an opportunity for a motivated and enthusiastic individual to become a Client Relations Specialist at Stephanie Rodriguez - State Farm Agent. If you thrive on delivering exceptional service and enjoy meaningful interactions, this position is tailored for you.

What We Offer:
  • Relaxed work atmosphere
  • Comprehensive health insurance options
  • Attractive salary with performance bonuses
  • Complimentary meals and snacks
  • Generous vacation policy
  • Ongoing training and skill development
  • Opportunities for career progression
Position Overview

As a Client Relations Specialist, your primary focus will be to provide exceptional service by responding to customer inquiries regarding insurance offerings, assisting with policy modifications, and managing billing questions. You will also be instrumental in guiding clients through their insurance choices and understanding their unique requirements.

Key Responsibilities:
  • Deliver prompt and courteous customer service
  • Inform clients about various insurance products
  • Support marketing initiatives
  • Generate leads and advocate for relevant services/products
Qualifications:
  • Previous sales experience is advantageous
  • Strong communication abilities
  • Genuine interest in insurance and financial services
  • Self-driven with effective problem-solving skills
  • Capability to handle multiple tasks and deliver presentations
  • Possession of Property and Casualty license is required
  • Possession of Life and Health license is required

If you are eager to take on a rewarding role as a Client Relations Specialist at Stephanie Rodriguez - State Farm Agent, we encourage you to consider this opportunity. Join us in providing outstanding service and positively impacting our clients' lives.

Note: This role is associated with a State Farm independent contractor agent. Successful candidates will be required to complete necessary licensing and training programs. Please note that acceptance of this position does not guarantee future agency opportunities with State Farm Insurance Companies.



  • Tucson, Arizona, United States HomeServices Insurance Full time

    Objective: To deliver exceptional service and support to both new and existing clients, ensuring that the goals for profitability and growth are achieved.Key Responsibilities: 1. Assist in sales initiatives and long-term strategies to improve business performance and meet objectives related to profitability, cost management, and operational efficiency....


  • Tucson, Arizona, United States PLS Financial Services Full time

    Overview The role of a Customer Service Representative (CSR) is crucial as they serve as the primary liaison between our clients and PLS Financial Services. These representatives embody the company’s commitment to excellence in customer service and are responsible for promoting our diverse range of products and services. The CSR must uphold the...


  • Tucson, Arizona, United States Peter Dumas - State Farm Agency Intern Full time

    Job OverviewBenefits:401(k) matchingPerformance-based bonusesCompetitive salary structureComprehensive dental coverageHealth insurance optionsGenerous paid time offSigning bonuses availableOpportunities for training & developmentVision insurance plansAGENCY DESCRIPTION: Are you a personable individual with a passion for customer service? Do you thrive in...


  • Tucson, Arizona, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life Insurance Company. As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide expert...


  • Tucson, Arizona, United States National General Insurance Full time

    Position OverviewThe Insurance Sales Consultant at National General Insurance plays a pivotal role in assessing and managing individual risk across various insurance lines. This position requires a comprehensive understanding of pricing strategies and risk management policies. Key Responsibilities- Maintain an in-depth knowledge of the rules and rates...


  • Tucson, Arizona, United States TEKsystems Full time

    Job OverviewPosition Summary:We are seeking a dedicated Client Relations Specialist to enhance our customer support efforts. This role involves a combination of administrative coordination and customer service, particularly in a fast-paced environment.Key Responsibilities:1) Proficient in MS Office Suite2) Administrative support and coordination experience,...


  • Tucson, Arizona, United States Wendy Wise - State Farm Agent Full time

    Position OverviewWendy Wise - State Farm Agent is seeking a dynamic and customer-oriented Client Relations Specialist who thrives in a public-facing role. This position offers a unique opportunity to develop your business management skills, gain industry knowledge, and acquire sales and marketing expertise.As a vital member of our team, you will receive...


  • Tucson, Arizona, United States Andy Manchanda - State Farm Agent Full time

    Position OverviewBenefits:Attractive compensation packageFlexible working hoursPaid leave optionsCareer advancement opportunitiesProfessional training and developmentROLE SUMMARY:As a Client Relations Specialist with Andy Manchanda - State Farm Agent, you will create outstanding client interactions that contribute to the success of a thriving insurance...


  • Tucson, Arizona, United States ARIZONA LABOR FORCE INC Full time

    The Client Relations Specialist plays a crucial role in acquiring new customers, driving sales, and engaging with prospective clients. This position involves identifying potential clients, understanding their needs, and ensuring their satisfaction throughout the sales process. Key Responsibilities: Identify and pursue new sales opportunities through...


  • Tucson, Arizona, United States NOVA Insurance Services Full time

    Job OverviewJoin the Team at NOVA Insurance Services...NOVA Insurance Services operates as a Full-Service Independent Insurance Agency, proudly affiliated with Nova Home Loans. Established in 1999, we have grown to become one of Arizona's leading independent agencies. Our dedicated team of experienced insurance professionals is committed to delivering...


  • Tucson, Arizona, United States Georgiana Plank Farmers Insurance Agency Full time

    Position OverviewThe Georgiana Plank Farmers Insurance Agency is seeking a dedicated and enthusiastic individual for a full-time, permanent role. This position requires the successful candidate to obtain a license in Property and Casualty as well as Life, Accident & Health.Training and DevelopmentWe offer a comprehensive training program designed to equip...


  • Tucson, Arizona, United States Andy Manchanda - State Farm Agent Full time

    Position OverviewBenefits:Attractive compensation packageFlexible working hoursPaid leave optionsCareer advancement opportunitiesComprehensive training programsROLE SUMMARY:As an Insurance Account Coordinator with Andy Manchanda - State Farm Agent, you will create outstanding client interactions that contribute to the success of a thriving insurance...


  • Tucson, Arizona, United States Georgiana Plank Farmers Insurance Agency Full time

    Position OverviewThe Georgiana Plank Farmers Insurance Agency is in search of a dedicated and passionate individual to fill a permanent full-time role. This position requires candidates to pursue licensure in Property and Casualty as well as Life, Accident & Health.Training and DevelopmentWe offer a comprehensive training program designed to enhance your...


  • Tucson, Arizona, United States Geico - Government Employees Insurance Company Full time

    **About the Role**As a Claims Service Specialist at Geico - Government Employees Insurance Company, you will play a critical role in handling insurance claims with professionalism and expertise. This hybrid role offers a unique blend of in-office training and remote work, allowing you to balance your work-life balance while growing your career.**Key...

  • Branch Manager

    3 days ago


    Tucson, Arizona, United States PNC Financial Services Group Full time

    Job DescriptionJob ProfilePosition OverviewPNC Financial Services Group is a leading financial institution that values its employees as its greatest asset. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success. As a Branch Manager within our Retail Banking...


  • Tucson, Arizona, United States Michael Severson - State Farm Agent Full time

    Career OpportunityAbout the Agency: Michael Severson - State Farm Agent is a reputable insurance agency dedicated to providing personalized service and comprehensive insurance solutions. We are looking for motivated individuals to contribute to our mission of delivering outstanding service to our clients.If you have a passion for assisting clients and are...


  • Tucson, Arizona, United States Jim Click Automotive Team Full time

    Customer Service Relations RepresentativeCompany: Jim Click Automotive TeamPosition Overview:The role of a Customer Service Relations Representative is essential in ensuring a high level of customer satisfaction and maintaining strong relationships with clients.Key Responsibilities:Engage with customers to evaluate their satisfaction with services...


  • Tucson, Arizona, United States Michael Severson - State Farm Agent Full time

    Job OpportunityAbout the Company: Michael Severson - State Farm Agent is a reputable insurance agency dedicated to providing outstanding service and customized insurance solutions. We are looking for motivated individuals to contribute to our mission of delivering high-quality support to our clients.If you have a passion for assisting others and wish to grow...


  • Tucson, Arizona, United States Tocco Financial Services Inc Full time

    Job OverviewPosition SummaryWe are seeking an experienced CERTIFIED FINANCIAL PLANNERTM Professional who is dedicated to fostering client relationships and delivering insightful, experience-based financial guidance. The ideal candidate will be client-focused, collaborative, and uphold the highest ethical standards. We are committed to the professional...


  • Tucson, Arizona, United States Michael Severson - State Farm Agent Full time

    Career OpportunityAbout the Agency: Michael Severson - State Farm Agent is a reputable insurance agency dedicated to providing outstanding service and customized insurance solutions. We are on the lookout for motivated individuals who thrive in a vibrant and fast-paced setting. Our mission is to offer exceptional support and tailored coverage options to our...