What are the responsibilities and job description for the Insurance Client Specialist position at Stephanee J. Germann Agency?
Benefits:
Job Summary
The Client Specialist role provide excellent customer experience, maintain existing relationships, understands customers' needs, and matches them with appropriate product and service offerings. This role advises, prospects, and sells American Family Insurance products in all product lines. A Client Specialist promotes awareness through participation in agency and community events.
Responsibilities
- License Reimbursement
- Monday-Thursday work week
- Team building activities
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Signing bonus
Job Summary
The Client Specialist role provide excellent customer experience, maintain existing relationships, understands customers' needs, and matches them with appropriate product and service offerings. This role advises, prospects, and sells American Family Insurance products in all product lines. A Client Specialist promotes awareness through participation in agency and community events.
Responsibilities
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Provides personalized, professional customer experiences by building trust and developing strong customer relationships
- Prospects for new business through leads, telephone calls, networking and personal contacts
- Helps the agency grow by using consultative selling techniques to sell insurance products to new customers
- Serves as a liaison on behalf of the customer between the agency and various business partners
- Schedules appointments with existing or prospective customers for agency employees
- Job contingent based on passed property, casualty and life insurance license ahead of first day of employment.
- Ability to work independently to plan, set priorities and organize work
- Active involvement in the local community
- Excellent oral and written communication skills
- Experience with PC software applications
- Experience with social media platforms, including, but not limited to Facebook, Instagram, Google , LinkedIn, etc.
Salary : $40,000 - $50,000