Insurance Client Relations Specialist

Summary

Join 20four7VA as a CPT-8481 Insurance Client Relations Specialist! This Junior Level, remote position requires a minimum of 10 hours per week and involves managing client communications, preparing insurance quotes, handling policy renewals, and proactively identifying upselling opportunities. You will need strong communication, organizational, and problem-solving skills, along with familiarity with homeowner and auto insurance products. The role offers competitive rates, weekly payments, paid time off, paid holidays, free training, and a supportive community.

Requirements

• Possess strong communication and interpersonal skills to build lasting client relationships
• Be detail-oriented with excellent organizational and time management abilities
• Have the ability to analyze client needs and offer tailored insurance solutions
• Demonstrate familiarity with insurance products and services, specifically homeowner and auto insurance
• Be proficient in using CRM systems and other relevant software tools
• Maintain a customer-centric attitude and proactive problem-solving skills

Responsibilities

• Receive, organize, and relay messages to appropriate parties in a timely and efficient manner
• Generate and deliver accurate homeowner and auto insurance quotes to prospective clients, addressing any inquiries and concerns effectively
• Manage and coordinate insurance policy renewal processes, ensuring timely communication and continuity of coverage
• Maintain regular contact with clients to provide updates, reminders for payments, and address any service or policy-related needs
• Identify opportunities to promote and offer additional insurance products, including homeowner and auto insurance, tailored to client needs
• Maintain accurate records of communications, transactions, and updates to ensure compliance and streamlined workflows

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you