Job Description
We are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining post-sales client feedback.
- Ensuring a positive and professional client service experience.
- Managing client inquiries via phone, email, online, or in person.
- Directing client complaints or complex queries to relevant departments in a timely manner.
- Providing clients with technical assistance on products and services.
- Expediting serious issues to management toward prompt resolution.
- Building positive client relations by checking in regularly and following up on active processes.
- Maintaining client records and documenting processes.
- Identifying potential client services concerns and facilitating proactive intervention steps.
- Keeping track of new products on offer, as well as emerging trends in client services.
- Recommending product improvements based on client services feedback.
- High school diploma or GED.
- Certification in customer relations, customer services, or similar would be advantageous.
- 2-3 years of experience in client services, sales, or a similar role.
- Proficiency in CRM software, such as Ezlynx
- Exceptional ability in providing professional, efficient, and friendly client services.
- Ability to coordinate with other departments on client-related matters.
- Advanced ability to provide technical assistance, resolve issues, and recommend improvements.
- Willingness and the ability to travel to client locations, when required.
- Ability to keep updated on new developments in the field of client services.
- Excellent interpersonal and recordkeeping skills.
- Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
- Competitive Pay + Commission
- Professional Development
- Job Stability in a growing industry
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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