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Affordable Insurance Solutions

Client Solutions Specialist

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Job Description

We are looking for an ambitious professional to join our growing Insurance Agency. This job will help develop your skills in:
  • Identifying new growth opportunities
  • Client relations/retention
  • Onboarding new clients
  • Customer Service
  • Establish and track monthly projections
  • Work closely with our Insurance Agents on their accounts Skills/Qualifications
  • Strong verbal and written communication skills
  • Professional, people oriented
  • Attention to detail, follow through
  • Basic computer proficiency
  • Integrity and sound judgement Duties and Responsibilities
  • Answer clients' emails/phone calls and respond to their needs in a timely manner
  • Identify needs of clients and provide insurance quotes for new/existing accounts
  • Document, track and summarize established solutions/changes made to accounts
  • Work with management to identify, track and report monthly, quarterly and annual goals and growth opportunities.
  • On-board new clients
  • Process and provide certificates of insurance
  • Contact outside insurance companies related to account changes and questions
  • Take payments on client accounts
  • Other duties as assigned At AIS, we value our employees and offer a competitive salary, comprehensive benefits package, and opportunities for career growth.
If you are a motivated individual who is passionate about providing exceptional customer service, we would love to hear from you. to join our team as a Customer Solutions Specialist. AIS is an equal opportunity employer.
Pay:
$17.00
  • $18.
00 per hour
Work Location:
In person

Benefits

  • Dental Insurance