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Client Service Specialist - Plombon Insurance

Plombon Insurance is a well-established and reputable insurance agency dedicated to providing high-quality insurance products and exceptional client service. With a commitment to protecting our clients' assets and peace of mind, we are seeking a Client Service Specialist to join our team. If you are passionate about assisting clients and have a keen interest in the insurance industry, this is a fantastic opportunity for you.

Job Overview:

As a Client Service Specialist at Plombon Insurance, you will play a vital role in ensuring that our clients receive the best insurance solutions and unparalleled customer service. You will be responsible for managing client interactions, addressing inquiries, and providing guidance on insurance policies and coverage. Your dedication to maintaining strong client relationships and your in-depth knowledge of insurance products will be essential in this role.

Client Service Specialist - Key Responsibilities:

  1. Client Communication: Build and maintain strong relationships with clients through effective communication, promptly responding to inquiries via phone, email, and in-person interactions.
  2. Insurance Expertise: Possess a comprehensive understanding of insurance products, policies, and coverage options to assist clients in making informed decisions.
  3. Policy Administration: Handle policy issuance, endorsements, renewals, and cancellations, ensuring accuracy and compliance with company guidelines.
  4. Claims Assistance: Assist clients with the claims process, including reporting and following up on claims, to ensure a seamless experience during stressful times.
  5. Client Education: Educate clients on insurance concepts, options, and risk management strategies, empowering them to make informed choices.
  6. Documentation and Record-Keeping: Maintain accurate and organized client records, policy documents, and correspondence.
  7. Cross-Selling and Upselling: Identify opportunities to promote additional insurance products and services that align with clients' needs.
  8. Compliance: Stay up-to-date with industry regulations, and ensure that all interactions and transactions adhere to legal and company compliance standards.
  9. Client Feedback: Gather and provide client feedback to help improve our services and overall client experience.

Qualifications:

  • High school diploma or equivalent (Bachelor's degree in a related field preferred).
  • State insurance license (or willingness to obtain one).
  • Previous experience in the insurance industry or customer service is a plus.
  • Strong communication and interpersonal skills.
  • Detail-oriented with excellent organizational abilities.
  • Proficiency in using standard office software and databases.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary and commission structure.
  • Health, dental, and retirement benefits.
  • Opportunities for professional development and advancement.
  • Supportive and collaborative team environment.
  • Ongoing training and education in the insurance field.
If you are enthusiastic about the insurance industry and ready to contribute your skills to a dynamic team, we invite you to join the Plombon Insurance team. Take the next step in your career by applying for the Client Service Specialist position and contribute to our mission of safeguarding our clients' futures through comprehensive insurance solutions.

How to Apply:

To apply for the Client Service Specialist position at Plombon Insurance, please submit your resume and a cover letter detailing your relevant experience and why you are an ideal candidate for this role to jobs@plomboninsurance.com. Please include "Client Service Specialist Application - [Your Name]" in the subject line of your email.Plombon Insurance is an equal opportunity employer and encourages applications from candidates of all backgrounds.

Contact us now to get a free quote!

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