Client Relations Team Specialist
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Microsoft ExcelCustomer serviceAccount ManagementData entry
Requirements
- Current State Insurance License or willingness to obtain required licensing within the first 90 days of employment.
- Previous experience in client service, insurance, or a related administrative/account management role preferred.
- Strong written and verbal communication skills with a focus on professionalism and clarity.
- Proficiency in Microsoft Word and Excel, with the ability to quickly learn specialized insurance systems.
- Typing speed of at least 55 words per minute with strong attention to accuracy and detail.
- Highly organized, proactive, and capable of managing multiple client requests simultaneously.
- Strong sense of accountability, initiative, and alignment with a client-first service mindset.
Responsibilities
- Manage incoming client service requests across small to large accounts, ensuring timely and accurate resolution.
- Process policy endorsements and support the issuance of new business as needed.
- Respond to client inquiries related to coverage details, policy changes, and general account questions.
- Support account remarketing activities to ensure clients receive competitive and suitable coverage options.
- Coordinate with internal teams, carriers, and stakeholders to ensure efficient service delivery.
- Maintain accurate documentation and uphold service quality standards across all interactions.
- Contribute to a proactive, client-focused service culture aligned with organizational expectations.
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