Insurance Client Services Representative

About the role

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.

What you'll do

• Build relationships in and out of the organization, by providing general agency support and support to the agency's clients.
• Handle clients' day-to-day questions and other support services.
• Assist in the production of new accounts and the retention of existing accounts.
• 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.
• 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.
• 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 other functions as assigned by management.

Requirements

• A 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.
• A high attention to detail.
• Quickly learn new technology.
• Team-oriented.

Benefits

• PTO
• Paid Holidays
• 401k with employer match

About Highstreet Insurance & Financial Services, Great Plains

Based in Lincoln, 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.