Job Description

We are seeking a dynamic individual to join our team as an Insurance Specialist. This role encompasses both sales and service responsibilities, catering to both new and existing clients. The ideal candidate will possess a blend of sales acumen and customer service skills, with the ability to effectively manage a diverse portfolio of insurance products. Whether it's servicing existing accounts, writing new policies, or addressing client inquiries, the Insurance Specialist plays a pivotal role in ensuring customer satisfaction and driving business growth. Property and casualty insurance experience preferred.

Responsibilities:

Client Servicing

• Provide exceptional customer service to existing clients, addressing inquiries, and resolving issues in a timely manner.
• Conduct policy reviews to ensure clients' coverage aligns with their evolving needs and circumstances.
• Assist clients with policy modifications, claims processing, and billing inquiries.

Sales Generation

• Proactively identify and pursue new sales opportunities to expand the client base.
• Educate clients on various insurance products and tailor solutions to meet their individual needs.
• Conduct sales presentations, negotiate terms, and close deals effectively.

Policy Administration

• Process new insurance applications accurately and efficiently.
• Maintain detailed records of client interactions, transactions, and policy information.
• Collaborate with underwriters and other internal stakeholders to ensure seamless policy issuance and administration.

Qualifications:

• Proven experience in insurance sales and/or customer service roles.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication skills, both verbal and written.
• Detail-oriented with strong organizational and time management abilities.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
• Proficiency in relevant computer applications and software systems.

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