Insurance Client Services Representative

Highstreet Insurance & Financial Services, Great Plains; Lincoln (NE); On-site; USD 2,066,000 - 3,031,000; Part time

Benefits offered by this job

Paid Time Off (PTO)

Paid Holidays

401k with employer match

Job summary

A leading insurance agency in Lincoln, Nebraska is seeking a part-time Client Specialist to provide exceptional service to clients. This role involves building relationships, assisting in account management, and providing high-quality service. Ideal candidates will possess strong communication skills, attention to detail, and be team-oriented. Join a community-focused company that values work-life balance and offers a supportive environment for success.

Qualifications

• Excellent written and verbal communication skills.
• Willing to obtain Property & Casualty license.
• High attention to detail and flexibility.
• Proficient in Microsoft Office
• High attention to detail
• Flexible
• Team oriented
• PTO
• Paid Holidays
• 401k with employer match

Responsibilities

• Build relationships by providing agency support to clients.
• Handle day-to-day questions from clients.
• Conduct service calls for designated accounts.
• Assist with the production and retention of accounts.
• Handle agency phone calls, orders, supplies, and general office administration.
• Solicit increases in limits and/or coverages through sales at every service contact.
• Assist with everyday flow in the agency including emails and special projects.
• Seek referrals from current client base to generate new business prospects.

Skills

Communication skills

Attention to detail

Team-oriented

Flexibility

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Highstreet Insurance & Financial Services, Great Plains is Hiring a Part Time Client Specialist

We're 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 are 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:

You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-to-day questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.

• Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt.
• Conducts periodic service calls for designated accounts.
• Answers agency phone calls, orders supplies, and conducts general office administration.
• Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
• Receives phone calls and office visitors requesting quotes.
• Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
• Makes minor policy changes for personal lines coverage as requested by the Agent.
• Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects.
• Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
• Accounting and bookkeeping, as instructed by management.
• Performs other functions as assigned by management.

What you'll need to succeed:

You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented.

Requirements:

• High School Diploma or equivalent
• Willing to obtain Property & Casualty license (materials and fees paid by Highstreet)
• Excellent communication skills both written and spoken
• Proficient in Microsoft Office
• High attention to detail
• Flexible
• Team oriented
• PTO
• Paid Holidays
• 401k with employer match

About Highstreet Insurance & Financial Services, Great Plains:

Based in Lincoln, Nebraska, Highstreet Insurance & Financial Services, Great Plains is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, Highstreet's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies.