Onsite Client Relationship Specialist — Insurance & Growth

Real Estate Education Rocks; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

Company-paid Basic Life and Short-Term Disability insurance

401(k) retirement plan with up to a 4% company match

14 days of Paid Time Off (PTO)

Job summary

Real Estate Education Rocks in Jacksonville is seeking a Client Relationship Specialist to serve as a main point of contact for clients, helping them through their insurance journey. The ideal candidate will have a strong customer service mindset, excellent communication skills, and the ability to work in a fast-paced environment. Responsibilities include resolving client inquiries, educating clients on product offerings, and documenting interactions. The role offers various benefits, including health insurance and paid time off.

Qualifications

• Strong customer service mindset and passion for helping others.
• Excellent communication skills with the ability to explain complex topics clearly.
• Comfortable in fast-paced, client-facing environments.
• Strong attention to detail and ability to manage multiple priorities.
• Proficient with new systems and tools.

Responsibilities

• Serve as primary point of contact for client requests via phone and email.
• Resolve client queries efficiently and deliver a positive experience.
• Document client interactions accurately in CRM systems.
• Proactively connect with clients to review policies and coverage needs.
• Educate clients on products that align with their goals.

Skills

Customer service mindset

Excellent communication skills

Attention to detail

Tech-savvy

Education

Bachelor's degree or associate degree

Job description

Real Estate Education Rocks in Jacksonville is seeking a Client Relationship Specialist to serve as a main point of contact for clients, helping them through their insurance journey. The ideal candidate will have a strong customer service mindset, excellent communication skills, and the ability to work in a fast-paced environment. Responsibilities include resolving client inquiries, educating clients on product offerings, and documenting interactions. The role offers various benefits, including health insurance and paid time off.