Insurance Client Relations Specialist

Jason Street - Allegiance Insurance; Fairfield (NJ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Jason Street - Allegiance Insurance is seeking an Insurance Client Relations Specialist to deliver exceptional service and support to clients. The role involves building strong customer relationships, managing client accounts, and providing guidance on insurance coverage options.

The ideal candidate should be detail-oriented and licensed in Property & Casualty insurance, with strong communication and multitasking skills. Join us to contribute to the growth and success of our agency.

Qualifications

• Active Property & Casualty Insurance License is required.
• Previous insurance agency experience is preferred.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Provide exceptional service to existing and prospective clients.
• Answer customer inquiries regarding policies, billing, claims, and coverage options.
• Quote, bind, and issue new insurance policies.

Skills

Communication skills

Customer service

Detail-oriented

Proficiency with computer systems

Education

Active Property & Casualty Insurance License

Tools

Agency management software

Job description

Benefits

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

Role Description

As an Insurance Client Relations Specialist with Jason Street - Allegiance Insurance, you will play a key role in helping clients protect what matters most while delivering exceptional service and support. You will build strong customer relationships, assist clients with their insurance needs, and provide knowledgeable guidance on coverage options and policy changes.

The ideal candidate is customer-focused, detail-oriented, and licensed in Property & Casualty insurance. They are comfortable managing client accounts, resolving concerns, and identifying opportunities to better serve customers through proactive communication and coverage recommendations.

We are seeking a motivated professional who enjoys helping people, building relationships, and contributing to the growth and success of our agency.

Responsibilities

• Provide exceptional service to existing and prospective clients.
• Answer customer inquiries regarding policies, billing, claims, and coverage options.
• Quote, bind, and issue new insurance policies.
• Process policy changes, renewals, endorsements, and cancellations.
• Review customer coverage needs and recommend appropriate solutions.
• Maintain accurate client records and documentation.
• Follow up on customer requests and ensure timely resolution of issues.
• Collaborate with agency team members to deliver an outstanding customer experience.
• Identify opportunities to strengthen customer relationships and support agency growth.

Qualifications

• Active Property & Casualty Insurance License required.
• Previous insurance agency experience preferred.
• Strong communication and interpersonal skills.
• Excellent customer service and relationship-building abilities.
• Detail-oriented with strong organizational skills.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Proficiency with computer systems and agency management software.
• Self-motivated with a positive, professional attitude.