Client Relationship Specialist

Abbie Davis Tanner Agency, Inc.; Denver (CO); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

License reimbursement

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Abbie Davis Tanner Agency is seeking a Client Relationship Specialist who excels at delivering exceptional customer service while building lasting relationships and identifying additional insurance solutions for clients.

You’ll assist with policy questions, coverage updates, and claims support, while proactively uncovering opportunities to strengthen each client’s protection across multiple carriers.

Qualifications

• Customer service or sales experience preferred.
• Excellent communication and relationship-building skills.
• Strong attention to detail and organizational abilities.
• Ability to multitask in a fast-paced environment.
• Positive, team-first attitude with a desire to learn.
• Property & Casualty license preferred (or willingness to obtain)

Responsibilities

• Provide friendly, responsive service to clients by phone, email, and virtual communication
• Assist with policy changes, billing questions, renewals, and coverage updates
• Conduct policy reviews to identify gaps in coverage and recommend additional products
• Prepare quotes for new and existing clients across multiple insurance carriers
• Follow up on customer inquiries and maintain accurate documentation
• Build long-term relationships through proactive communication and personalized service
• Support clients throughout the claims process when needed
• Collaborate with team members to ensure an exceptional customer experience

Skills

Communication

Relationship-building

Attention to detail

Multitasking

Team player

Job description

Benefits:

• License reimbursement
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Position Overview:

Do you enjoy helping people while also identifying opportunities to better protect what matters most to them? The Abbie Davis Tanner Agency is looking for a Client Relationship Specialist who thrives on delivering exceptional customer service while building lasting relationships and helping clients discover additional insurance solutions.

This role combines service and sales, allowing you to become a trusted resource for clients throughout their insurance journey. You'll assist with policy questions, coverage updates, and claims support while proactively identifying opportunities to strengthen each client's protection.

Responsibilities:

• Provide friendly, responsive service to clients by phone, email, and virtual communication
• Assist with policy changes, billing questions, renewals, and coverage updates
• Conduct policy reviews to identify gaps in coverage and recommend additional products
• Prepare quotes for new and existing clients across multiple insurance carriers
• Follow up on customer inquiries and maintain accurate documentation
• Build long-term relationships through proactive communication and personalized service
• Support clients throughout the claims process when needed
• Collaborate with team members to ensure an exceptional customer experience

Qualifications:

• Customer service or sales experience preferred
• Excellent communication and relationship-building skills
• Strong attention to detail and organizational abilities
• Ability to multitask in a fast-paced environment
• Positive, team-first attitude with a desire to learn
• Property & Casualty license preferred (or willingness to obtain)

About our Agency:

At the Abbie Davis Tanner Agency, we believe insurance is about more than policies - it's about protecting people, building relationships, and making a positive impact in the communities we serve. Guided by our core values of integrity, service, compassion, and our "Be a Good Human" mindset, we are passionate about helping clients feel confident and supported through every stage of life.

Our team works with over 100 carriers and serves clients across 25+ states, giving team members the opportunity to provide personalized solutions while continuing to grow their knowledge and skills in a fast-paced, relationship-focused environment.

We are proud to foster a workplace where people from all backgrounds and experiences feel welcomed, supported, and empowered to succeed. We value work-life balance, professional growth, and creating an environment where hard work and ambition are recognized and rewarded.

Our team members enjoy competitive benefits including health, dental, and vision insurance, a 401(k) with a 6% match, licensing reimbursement, bonus opportunities, and a culture that genuinely supports both personal and professional development.