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Rimmer Insurance Agency · 2 months ago

Client Executive

Highstreet Insurance & Financial Services is seeking an Insurance Specialist to join their team in Raleigh, North Carolina. The role involves providing clients with insurance options, managing policy changes, and ensuring excellent customer service while maintaining accurate records.

Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife InsuranceRisk Management
Hiring Manager
Kristie Berdecia
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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

Property & Casualty insurance licenseCustomer service skillsTechnology proficiencyCommunication skillsLeadership competenciesSpanish speakingTeam playerAttention to detailTime management

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

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Rimmer Insurance Agency is owned and operated by Principal Agent Dale Rimmer.

Funding

Current Stage
Early Stage
Company data provided by crunchbase