Insurance Client Relations Specialist

Swab Agency; Bridgman (MI); Hybrid; USD 32,000 - 46,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Swab Agency is seeking an Insurance Receptionist to be a key contact for clients, delivering timely information and a positive experience. You will handle inquiries, assist with policies, and support renewals in a fast-paced environment.

The role emphasizes relationship building, leads follow-up, and a proactive, service-driven approach to insurance options in a team-oriented setting.

Qualifications

• Must obtain Property/Casualty license upon hire.
• Strong communication, both written and verbal.
• Detail oriented with ability to learn computer functions.
• Team-oriented and proactive problem solving.
• Interest in marketing products and services based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Generate and follow-up on new client leads
• Respond promptly to customer inquiries via phone and email.
• Provide information about insurance policies, coverage details, and claims processes.
• Assist clients with policy changes, updates, and renewals.
• Investigate and resolve customer issues or concerns with empathy and professionalism.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Skills

Excellent communication

People-oriented

Detail oriented

Proactive problem-solving

Learn computer functions

Team player

Education

Property/Casualty license (upon hire)

Job description

Swab Agency is seeking an Insurance Receptionist to be a key contact for clients, delivering timely information and a positive experience. You will handle inquiries, assist with policies, and support renewals in a fast-paced environment.

The role emphasizes relationship building, leads follow-up, and a proactive, service-driven approach to insurance options in a team-oriented setting.