Client Specialist

Highstreet Insurance & Financial Services: Great Plains; Broken Bow (NE); On-site; USD 35,000 - 45,000; Full time

Job summary

Highstreet Insurance & Financial Services: Great Plains is seeking a Client Specialist based in Broken Bow, NE. This role is essential in building and maintaining relationships with clients, serving as the first point of contact, handling their questions, and guiding them through claims.

Candidates should possess excellent communication skills, a high school diploma, and a desire to learn, with a focus on collaboration and change. The agency will support obtaining the necessary Property & Casualty license.

Qualifications

• Excellent communication skills, both written and spoken.
• Willingness to obtain Property & Casualty license (materials and fees paid by Highstreet).
• Proficient in Microsoft Office.

Responsibilities

• Build relationships providing agency support to clients.
• Serve as first point of contact for clients.
• Guide clients through claims.
• Assist in production of new accounts and retention.
• Schedule renewal reviews and have renewal conversations.
• Conduct general office administration.

Skills

Excellent written and verbal communication skills

Desire to learn and grow professionally

Proficient in Microsoft Office

Team first mindset and collaborative spirit

Embrace change

Education

High School Diploma or equivalent

Job description

Overview

Highstreet Insurance & Financial Services, Great Plains is hiring a Client Specialist.

Location: Broken Bow, NE, 68822

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.

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.
• Receive phone calls.
• 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.
• Embrace change.
• 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.
• Proficient in Microsoft Office.