Rimmer Insurance Agency ยท 2 months ago
Client Specialist
Highstreet Rimmer Insurance is seeking a Client Specialist to provide clients with insurance options and manage policy changes. The role involves excellent customer service skills and maintaining accurate records while assisting clients with their insurance needs.
Responsibilities
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
Actively solicit increases in coverage or rounding out accounts at every service contact
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail
Qualification
Required
Works well with other employees and is a team player with a positive attitude
Property & Casualty insurance license required
Display leadership competencies, including ability to delegate, engage, and inspire others
Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills
Technology and computer proficiency
Ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision
Preferred
Spanish speaking preferred
Benefits
Paid time off
Paid Holidays
Health Insurance
Retirement
Company
Rimmer Insurance Agency
Rimmer Insurance Agency is owned and operated by Principal Agent Dale Rimmer.
Funding
Current Stage
Early StageCompany data provided by crunchbase