Client Specialist
Highstreet Insurance & Financial Services: Great Plains · Pierce, NE · 4 mo ago
On-siteOTHRFull-time
What You'll Do
- Build relationships in and out of the organization, by providing general agency support and support to the agency's clients.
- Be the first point of contact for clients, handling their day-to-day questions, and other support services.
- Aid 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.
- Conduct periodic service calls for designated accounts.
- Answer agency phone calls, order supplies, and conduct general office administration.
- Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
- Receive phone calls and office visitors requesting quotes.
- Actively solicit increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
- Make minor policy changes for personal lines coverage as requested by the Agent.
- Absorb the everyday flow in the agency including emails, downloads, expiration notices and special projects.
- Actively seek referrals from current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system.
- Perform accounting and bookkeeping, as instructed by management.
- Perform other functions as assigned by management.
Requirements
- A High School Diploma or equivalent.
- Active Property & Casualty license or willingness to obtain (materials and fees paid by Highstreet).
- Excellent communication skills both written and spoken.
- Proficient in Microsoft Office.
- A high attention to detail.
- Quickly learn new technology.
- Team-oriented.
Benefits
- Employer-paid Life & AD&D.
- Employer-paid Short- & Long-term disability.
- Paid Holidays.
- 401(k) with employer match.
- Voluntary Health, Vision, Dental and many other benefits!
About Highstreet Insurance & Financial Services, Great Plains
Based in Grand Island, Nebraska, Highstreet Insurance & Financial Services, Great Plains is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, Highstreet's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies.