Client Relationship Specialist

Client Relationship Specialist at Waterstone Human Capital USA Client Relationship Specialist at Waterstone Human Capital USA in Saint George, Utah Posted in 1 day ago.

Type:

full-time

Job Description:

THE OPPORTUNITY

Most entry-level jobs promise growth and deliver monotony. This one is different. A growing independent insurance agency in St. George, Utah is looking for a motivated new graduate to join the team as an Account Manager

• and that means real client relationships, real expertise, and a clear path toward one of the most financially rewarding careers in financial services.

The training, mentorship, and runway to build something real are all here. The right candidate just needs to show up ready to learn.

WHAT YOU'LL DO

• Manage and service a book of clients
• individuals and businesses
• across auto, home, commercial property, liability, and more
• Serve as the go-to contact for clients: questions, policy changes, claims guidance, and making sure they feel taken care of
• Review coverage and proactively identify gaps or improvements
• Prepare quotes, renewals, and proposals using agency systems
• Process endorsements, cancellations, and policy updates accurately and on time
• Collaborate with producers and senior teammates on new business
• Maintain clean, organized account files in the agency management system

WHO THEY'RE LOOKING FOR

No prior insurance knowledge expected

• just someone who learns fast and cares about doing good work.

Required:

• Bachelor's degree in any field (business, finance, communications, or anything else)
• Strong communicator
• confident on the phone, clear in writing
• Organized and detail-oriented: nothing falls through the cracks
• Analytical and curious: someone who likes figuring things out
• Willing to obtain a Utah P&C license
• all costs covered Nice to have:
• Prior experience in insurance, financial services, or a client-facing role
• Active Utah P&C license

YOUR PATH FORWARD

This agency is not filling a seat

• it's investing in a career. Year 1

• Foundation:

  Get licensed. Learn the systems, products, and clients alongside a dedicated mentor. Years 2-3

• Ownership:

  Take on a growing book with increasing independence. Pursue industry designations (CISR, CIC) with full support. Year 3+

•

Leadership:

Senior Account Manager, Producer, or a specialty track. This agency promotes from within.

WHAT'S OFFERED

• Competitive base salary + performance bonuses
• Full P&C licensing support (study materials and exam fees covered)
• Health, dental, and vision benefits
• Paid time off and holidays
• Industry designation support (CISR, CIC)
• Structured onboarding and 1-on-1 mentorship
• Travel opportunities
• A tight-knit, collaborative team invested in your success