Client Solutions Specialist jobs in the United States

We are looking for an ambitious professional to join our growing Insurance Agency. This job will help develop your skills in:

- Identifying new growth opportunities
- Client relations/retention
- Onboarding new clients
- Customer Service
- Establish and track monthly projections
- Work closely with our Insurance Agents on their accounts

Skills/Qualifications
- Strong verbal and written communication skills
- Professional, people oriented
- Attention to detail, follow through
- Basic computer proficiency
- Integrity and sound judgement

Duties and Responsibilities
- Answer clients’ emails/phone calls and respond to their needs in a timely manner
- Identify needs of clients and provide insurance quotes for new/existing accounts
- Document, track and summarize established solutions/changes made to accounts
- Work with management to identify, track and report monthly, quarterly and annual goals and growth opportunities.
- On-board new clients
- Process and provide certificates of insurance
- Contact outside insurance companies related to account changes and questions
- Take payments on client accounts
- Other duties as assigned

At AIS, we value our employees and offer a competitive salary, comprehensive benefits package, and opportunities for career growth. If you are a motivated individual who is passionate about providing exceptional customer service, we would love to hear from you. Apply now to join our team as a Customer Solutions Specialist.

AIS is an equal opportunity employer.

Job Type: Full-time

Pay: From $41,600.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Experience level:

• 2 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person