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Paradox Insurance Agency · 2 weeks ago

Sr. Client Experience Manager | Part Time

Kalispell, MT

Part-time

Onsite

Mid, Senior Level

2+ years exp

Paradox Insurance Agency is a dedicated company focused on delivering exceptional client experiences. The Sr. Client Experience Manager will foster relationships with clients, ensuring service delivery aligns with their needs while managing various insurance tasks and maintaining data integrity.

Auto InsuranceCommercial InsuranceInsurance

Responsibilities

As a Client Experience Manager, your role will be to foster exceptional client relationships and ensure that our service delivery aligns perfectly with client needs

Serve as the primary liaison for all client inquiries and requests, ensuring prompt and satisfactory responses

Handle insurance tasks ranging from the essentials, like issuing auto ID cards and processing endorsements, to the complex, such as pre-renewal contact, remarketing existing accounts, and working with underwriters to ensure renewal and placement

Aid in the preparation and management of new and renewal insurance applications

Create premium finance agreements, proposals, and other client-facing communications

Assess and address client coverage needs at renewal or during significant changes, providing strategic advice

Ensure policies meet requirements for issuing certificates and other client needs

Maintain impeccable data integrity in our agency management system by adhering to established workflows

Qualification

Property & Casualty licenseClient relationship managementInsurance knowledgeInterpersonal skillsCommunication skillsOrganizational skillsProblem-solving