Position Overview:  The Customer Care Specialist has the primary responsibility of providing superior customer service to clients. Our first objective is to retain existing clients.

Critical Job Functions:

• Respond promptly to client inquiries via phone, mail and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
• View every client contact as an opportunity to impress our clients. Review exposures, loss experience and current coverage. Provide proactive solutions and recommend appropriate products.
• Follow department protocol for taking the next call in the queue and return all calls as promised.
• Document all verbal communications with clients and carriers in a prompt manner. Records must reflect the current status at all times.
• Assist with the solicitation of new accounts and the retention of existing accounts. Look for new sales opportunities by cross-selling.
• Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients.
• Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
• Assume ownership of customer concerns and feedback until successful resolution.
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
• Work as a team and contribute to the team effort by openly sharing insurance knowledge.
• Become a student of the business. Seek insurance knowledge through training and education.

Skills & Qualifications:

• College graduate preferred.
• Excellent organizational and time management skills.
• Strong customer service focus & communication skills.
• Excellent diplomacy skills / ability to resolve issues.
• Independent user of technology.

Educational requirement:

• College graduate or experience equivalent.
• Broker’s license is required / can be obtained once hired

Why join us? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits:  401K matching, unlimited Managed Time Off, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).