Job Description
If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!
Salary: $36000.
00 - $48600.
00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Hands on Training
Retirement Plan
Responsibilities
Client Relationship Management: Build and maintain strong, long-lasting customer relationships.
Act as the main point of contact and handle clients' individual needs.
Policy Management and Renewals: Oversee client accounts, including policy renewals and modifications.
Ensure that all client requests and inquiries are addressed in a timely and efficient manner.
Customer Service Excellence: Provide exceptional service by understanding the clients' insurance needs and offering tailored solutions.
Resolve any issues or concerns clients may have with their policies or services.
Sales Opportunities Identification: Identify opportunities for cross-selling or upselling of products and services.
Keep a keen eye on potential new business opportunities or referrals and communicate these to the sales team.
Feedback and Reporting: Collect and report feedback from clients to improve services and products.
Regularly update the management and sales teams about clients' status and new opportunities.
Claims Assistance: Assist clients with insurance claims, ensuring a smooth and efficient process.
Liaise with claims adjusters and underwriters as necessary.
Compliance and Best Practices: Ensure all dealings with clients are conducted ethically and in compliance with legal and company guidelines.
Documentation and Record Keeping: Maintain accurate records of all client interactions, transactions, feedback, and issues.
Collaboration with Sales Team: Work closely with the sales team to relay information about potential leads and assist in the transition of these leads into new business.
Product Knowledge: Maintain a deep understanding of the agencys insurance products and services to provide accurate information to clients.
Client Education: Educate clients on the features and benefits of policies, helping them make informed decisions.
Requirements
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Excellent Communication/interpersonal skills.
Must have ability to multi-task.
license not required to start, will be required to obtain within 90 days (sponsorship provided)
Company Description
We are an insurance agency representing Allstate Insurance with an office in Columbus, OH.
We offer a complete program of insurance and financial services including home, auto, life, retirement planning and more.
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