What are the responsibilities and job description for the Client Relations Specialist- Insurance position at Insurance Jig-Megan Bergan Agency LLC?
We are seeking a motivated and energetic Client Relations Specialist to join our team. The ideal candidate will be detail-oriented, customer-focused, and ensuring clients insurance needs are met with professionalism and efficiency. You will play a key role in maintaining client satisfaction, addressing inquiries, supporting policy management, and agency growth.
Job duties include:
- Assisting with daily operations of agency
- Proactively reach out to clients for policy reviews
- Educating clients on policy options and coverage details
- Assist clients with policy inquiries, renewals, changes, claims, billing questions, and selling new policies
- Handle and resolve client concerns promptly to maintain satisfaction and retention
- Maintain accurate client records in the CRM system
- Stay updated on industry regulations, policy changes, and company offerings
Qualifications include:
- Prior experience in customer service, client relations, or insurance (preferred)
- Health & Life Insurance license (or willingness to obtain within a designated timeframe)
- Strong communication and interpersonal skills
- Detail-oriented with excellent problem-solving abilities
- Proficiency in Microsoft Office and CRM systems
- Ability to multitask and work efficiently in a fast-paced environment
- High school or BS degree
Our agency is passionate about helping and educating our clients to understand their coverage and minimize risk in daily life. Our office is in Spearfish, SD and help clients with the insurance needs below:
- Health Insurance
- Medicare plans
- Group Health Insurance
- Auto Insurance
- Home Insurance
- Life Insurance
Work Remotely
- No
Job Type: Full-time
Pay: $19.00 - $24.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
- Commission pay
Education:
- High school or equivalent (Preferred)
Experience:
- Customer Service: 1 year (Preferred)
Work Location: In person
Salary : $19 - $24