What are the responsibilities and job description for the Client Specialist position at Jimcor Agency Inc.?
Essential Duties/Responsibilities:
- Handle entry of new clients
- Correspond for paperwork as needed
- Maintain client related updates
- Mergers and acquisitions
- Update Submission related contacts
- Maintain agency commissions in Admin and Commission sheet
- Maintain Agency/Producer workflow
- Additional responsibilities as needed
Qualification/Requirements:
- Minimum of 1 year Insurance experience, preferred but not required.
- Analytical skills to identify gather and organize information and provide recommendation.
- Customer focused attitude and customer service skills to resolve inquiries quickly and effectively
- Strong verbal and written communication skills
- Demonstrated initiative to complete assignments and obtain results
- Ability to work in a team environment to support overall profitability initiatives
- Solid organizational skills including: time-management, prioritization and attention to detail
- Advanced knowledge of Microsoft Products
- Basic computer skills
- Basic math skills
Education*:
- Insurance 101
- New Employee Series (PIA)
- Business Skills (USLI, work with manager to determine which classes are best)
*If a new associate, all classes should be taken within the first 18 months of employment.
We offer a total compensation package which includes salary plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance, Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More.
Visit Us On LinkedIn: https://www.linkedin.com/company/jimcor-agencies/
View All Openings: https://www.jimcor.com/join-our-team
Website: www.jimcor.com
