Client Success & Insurance Advisor

S&A Group; Vestavia Hills (AL); On-site; USD 63,000 - 77,000; Full time

Job summary

S&A Group in Vestavia Hills, AL is seeking a Client Relationship Specialist to build and maintain strong client relationships, understand client needs, and provide personalized service.

You will serve as the primary contact, collaborate with internal teams, and offer clear guidance on insurance products. This role emphasizes client retention, satisfaction, and opportunity to grow professionally.

Qualifications

• Experience building and maintaining strong client relationships.
• Excellent communication and customer service skills.
• Ability to collaborate effectively with internal teams.
• Strong problem-solving and analytical skills.
• Ability to support client retention and satisfaction.
• Knowledge of insurance products and ability to provide clear guidance.
• Proactive and client-focused approach.

Responsibilities

• Build and maintain strong client relationships by understanding their needs and providing personalized solutions.
• Serve as the primary point of contact, addressing client inquiries and resolving concerns promptly.
• Collaborate with internal teams to ensure seamless service and a positive client experience.
• Identify opportunities to improve client satisfaction, engagement, and retention.
• Provide clear, actionable guidance on insurance products and services.
• Monitor client feedback to identify trends and improve service delivery.

Skills

Relationship building

Communication

Collaboration

Problem solving

Client retention

Insurance knowledge

Proactive approach

Job description

S&A Group in Vestavia Hills, AL is seeking a Client Relationship Specialist to build and maintain strong client relationships, understand client needs, and provide personalized service.

You will serve as the primary contact, collaborate with internal teams, and offer clear guidance on insurance products. This role emphasizes client retention, satisfaction, and opportunity to grow professionally.