Insurance Specialist Job at May River Recruiting, Lexington County, SC

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  • May River Recruiting
  • Lexington County, SC

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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