Client Relations Specialist - TeleCompCare

Our client operates within the insurance industry, focusing on risk management and claims services for multi-location accounts. They address challenges in customer satisfaction and retention by providing dedicated support, training, and proactive communication to ensure effective collaboration between clients, agents, and internal teams.

About the Role

The Client Relations Specialist - TeleCompCare serves as the central liaison for large multi-location accounts, ensuring high client satisfaction and retention. This role manages client communications, facilitates training on risk management systems, and supports proactive issue resolution to meet evolving customer needs.

Responsibilities

• Maintain ownership of assigned accounts through communication, problem-solving, and support.
• Serve as the primary Riskview support contact for large accounts and agents.
• Foster strong client relationships to promote satisfaction, loyalty, and service adoption.
• Coordinate and conduct training on internal websites and risk management systems via various platforms.
• Organize mid-term and claim review meetings and prepare necessary documentation.
• Drive customer satisfaction and retention through proactive communication and issue resolution.
• Conduct regular customer satisfaction assessments and identify improvement opportunities.
• Provide RMIS application support, including account and licensing reconciliation.
• Develop reports and maintain databases and filing systems.
• Act as backup for incoming client relations inquiries and priority issues.

Additional responsibilities for Senior Client Relations Specialist:

• Facilitate complex meetings, presentations, and trainings.
• Participate in client visits and strategic account planning.
• Support marketing efforts and agency expansion.
• Manage overall customer lifecycle and strategic relationship development.

Requirements

• Bachelor’s degree in business administration, marketing, management, insurance, or related field.
• Client Relations Specialist: Minimum three years of relevant business, insurance, or customer service experience.
• Senior Client Relations Specialist: Minimum five years of relevant experience.
• Experience with insurance agencies or related industry preferred.
• Commitment to continuous learning as defined by the organization's philosophy.
• Certification or progress toward certification highly preferred.