drjobs Insurance Client Services Representative

Insurance Client Services Representative

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1 Vacancy
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Job Location drjobs

Lindsay, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Highstreet Insurance & Financial Services Great Plains is Hiring!!

Were a relationshipdriven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fastgrowing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.This is a parttime position working 9am4pm Monday Wednesday and Friday each week.

Who we are:

We believe thatsuccessful peoplemake successful businesses which is why we make everyeffortto provide our employees with anenvironmentin which they canexcel. We have a greatworklife balance and we pride ourselves on beingcommunity focusedandfamily friendly.

Werecognize the importanceof our employees health and wellness. We arecommittedto providing a high quality competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefitsmost valuableto both theemployeeand their family.

What youll do:

Youll build relationships in and out of the organization by providing general agency support and support to the agencys clients. Youll be the first point of contact for clients handling their daytoday questions and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt efficient highquality service to designated accounts in support of Producer activities.
  1. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account as needed within five days of receipt.
  2. Conducts periodic service calls for designated accounts.
  3. Answers agency phone calls orders supplies and conducts general office administration.
  4. Maintains a concern for timeliness and completeness when interacting with customers agency and company personnel to minimize potential for errors & omissions claims.
  5. Receives phone calls and office visitors requesting quotes.
  6. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
  7. Makes minor policy changes for personal lines coverage as requested by the Agent.
  8. Assists with the everyday flow in the agency including emails downloads expiration notices and special projects.
  9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
  10. Accounting and bookkeeping as instructed by management.
  11. Performs other functions as assigned by management.

What youll need to succeed:

You have excellent written and verbal communication skills enjoy striving towards goals attentive to the detail flexible to adjust to the needs of the day/client and are team oriented.

Requirements:
  1. High School Diploma or equivalent
  2. Active Property & Casualty license or willing to obtain (materials and fees paid by Highstreet)
  3. Excellent communication skills both written and spoken
  4. Proficient in Microsoft Office
  5. High attention to detail
  6. Learn new technology quickly
  7. Flexible
  8. Team oriented
Benefits:
  • Employer Paid Life & AD&D
  • Employer Paid Short & Longterm disability
  • PTO
  • Paid Holidays
  • 401k with employer match
  • Voluntary Health Vision Dental and many other benefits!

About Highstreet Insurance & Financial Services Great Plains:

Based in Grand Island Nebraska Highstreet Insurance & Financial Services Great Plains is a leading fullservice insurance agency providing property and casualty life and health employee benefits and crop products and services. From offices located throughout Nebraska Highstreets vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies.


Required Experience:

Unclear Seniority

Employment Type

Full Time

Company Industry

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