Client Specialist

Highstreet Insurance & Financial Services, Great Plains; Broken Bow (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

Highstreet Insurance & Financial Services, Great Plains is seeking a Client Specialist in Broken Bow, Nebraska. The role focuses on building positive relationships with clients while assisting them in managing their insurance needs. The successful candidate will ensure effective communication and a supportive environment.

The ideal candidate should have excellent communication skills and a desire to grow professionally. Highstreet values teamwork and provides a supportive work-life balance.

Qualifications

• Ability to assist clients with questions and provide general agency support.
• Willingness to learn and grow professionally.
• Collaborative approach to working in a team.

Responsibilities

• Build relationships and provide general agency support.
• Serve as the first point of contact for clients.
• Guide clients through the claims process.
• Assist with production of new accounts.
• Conduct general office administration.

Skills

Excellent written communication skills

Excellent verbal communication skills

Team first mindset

Desire to learn and grow professionally

Education

High School Diploma or equivalent

Job description

Highstreet Insurance & Financial Services, Great Plains is hiring a Client Specialist. We are 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 will be the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

Who We Are

We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

What You’ll Do

• Build relationships in and out of the organization by providing general agency support and support to the agency's clients.
• Serve as the first point of contact for clients, handling their day-to-day questions and other support services.
• Guide clients through claims.
• Assist in the production of new accounts and retention of existing accounts.
• Schedule renewal reviews and have renewal conversations.
• Answer agency phone calls, order supplies, and conduct general office administration.
• Maintain timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
• Make policy changes.
• Assist with everyday agency workflow including emails, downloads, expiration notices, and special projects.
• Perform other functions as assigned by management.

What You’ll Need to Succeed

• Excellent written and verbal communication skills.
• Desire to learn and grow professionally.
• Team first mindset and collaborative spirit.

Requirements

• High School Diploma or equivalent.
• Willingness to obtain Property & Casualty license (materials and fees paid by Highstreet).
• Excellent communication skills, both written and spoken.

Highstreet Insurance & Financial Services, Great Plains