Client Relations Associate - Insurance

Position Overview

As a Client Relations Associate for Insurance, you will be crucial in maintaining strong client relationships and ensuring compliance with regulatory standards.

Key Responsibilities

• Foster client relationships by delivering timely and precise communication to US-based customers via verbal and written channels
• Provide prompt resolution for quotes, claims, e-signatures, billing, and other policy requests
• Liaise with external entities to maintain an exceptional customer experience
• Maintain customer files and record any transactions with customers in the CRM
• Proactively identify and address customer needs to enhance overall satisfaction
• Ensure compliance with Errors & Omissions regulatory standards while executing all tasks
• Take customer calls, perform policy evaluations, review applications, generate quotes, edit and enter data in CRM, and assist in renewals and followups.

Qualifications

• Minimum bachelor’s degree in Business, Economics or Humanities
• At least 2 year of Commercial lines, Personal Lines, Customer Service and Sales
• Proficiency in digital tools (Google Workspace, MS Office, Zoom)
• Minimum Internet speed of 40 MBPS fiber connection and a power back up

What We Offer

• Competitive base salary
• Health Insurance
• Career growth opportunities
• Fun, collaborative, and respectful team environment
• Remote flexibility and modern tools for success
• Performance-based incentives and recognition
• Company Dinners and Tours

Job Type: Full-time

Work Location: Remote