Client Specialist jobs in United States
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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.

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 licenseCustomer service skillsLeadership competenciesTechnology proficiencySpanish speakingAttention 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