Insurance Client Services Representative

Highstreet Insurance & Financial Services, Great Plains•Lincoln, NE

About The Position

Highstreet Insurance & Financial Services, Great Plains is Hiring a Part Time Client Specialist We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff. Who we are: We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel . We have a great work-life balance , and we pride ourselves on being community focused and family friendly . What you'll do: You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-today questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt. Conducts periodic service calls for designated accounts. Answers agency phone calls, orders supplies, and conducts general office administration. Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims. Receives phone calls and office visitors requesting quotes. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact. Makes minor policy changes for personal lines coverage as requested by the Agent. Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Accounting and bookkeeping, as instructed by management. Performs other functions as assigned by management.

Requirements

You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented
High School Diploma or equivalent
Willing to obtain Property & Casualty license (materials and fees paid by Highstreet)
Excellent communication skills both written and spoken
Proficient in Microsoft Office
High attention to detail
Learn new technology quickly
Flexible
Team oriented

Responsibilities

providing general agency support and support to the agency's clients
handling day-today questions, and other support services
assist in the production of new accounts and the retention of existing accounts
provide prompt, efficient, high-quality service to designated accounts in support of Producer activities
gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal
delivering renewal and/or binders for designated account, as needed, within five days of receipt
Conducts periodic service calls for designated accounts
Answers agency phone calls, orders supplies, and conducts general office administration
Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims
Receives phone calls and office visitors requesting quotes
Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact
Makes minor policy changes for personal lines coverage as requested by the Agent
Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system
Accounting and bookkeeping, as instructed by management
Performs other functions as assigned by management