Insurance Client Specialist

Stephanee J. Germann Agency

Insurance Client Specialist

Bowman, ND
Full Time
Paid
  • Responsibilities

    Benefits:

    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

    Qualifications

    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.

    This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.