What are the responsibilities and job description for the Client Support Specialist position at Kristy Culek Agency LLC - American Family...?
Benefits:
Job Summary
The Client Support Specialist provides excellent customer experience for potential and existing customers. Maintains effective customer relationships, understands customers' needs, and matches them with appropriate product and service offerings.
Responsibilities
Qualifications
- Simple IRA w/Employer Matching
- Reimbursement for cost of Licensure
- Bonus Opportunities
- Dental insurance
- Vision insurance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Job Summary
The Client Support Specialist provides excellent customer experience for potential and existing customers. Maintains effective customer relationships, understands customers' needs, and matches them with appropriate product and service offerings.
Responsibilities
- Provides personalized, professional customer service experiences through building trust and developing strong customer relationships.
- Responds to customer inquiries regarding coverages, billing, or products by following established agency processes and procedures.
- Processes changes to existing accounts and policies.
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
- Participates in reviews of existing coverages and may advise customers regarding policy options.
- Estimates and quotes policy premiums complying with underwriting guidelines.
- Identifies cross-selling opportunities discovered through customer interactions or data analysis.
- Estimates and quotes policy premiums complying with underwriting guidelines.
- Performs daily administrative functions to assist the Agency Owner, and Sales Specialists.
Qualifications
- Job contingent based on passed Property & Casualty license ahead employment.
- Ability to work independently to plan, set priorities and organize work.
- Requires individual who is highly attentive to detail.
- Demonstrated customer service experience.
- Excellent oral and written communication skills.
- Experience with PC software applications. (Microsoft Office Suites, Internet Explorer, etc.)
- Experience using a wide range of digital devices such as smartphones, tablets, and laptop computers.
- Experience with social media platforms, including, but not limited to Facebook, Instagram, Google , LinkedIn, etc.
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.