Client Relations Specialist

Job Description

Job Description

The Denise Ibsen Farmers Insurance Agency in Woodland, CA is hiring Client Relations Specialists to join our growing team!

Our award-winning agency is growing rapidly and we're looking to add a talented Customer Relations Specialist to foster great relationships with our clients to ensure that they stay with our agency for a lifetime.

As an independently owned agency, we offer multiple lines of coverage for our customers from both Farmers and other carriers, as needed, to provide protection, risk management, and asset growth services to our valued clients.

We are seeking professional and career minded individuals who have a positive mindset, are customer focused, a team player, coachable, and self-driven.

Our customers rightly expect the highest level of service from our team after choosing our Agency and we need individuals on our team that are ready to exceed those expectations on a daily basis.

Our Culture : Customer and employee success and satisfaction are our top two priorities. We want everyone to be a happy family, so we work hard and have fun.

We believe in building each other up to be the best we can be.

Compensation : We believe in paying exceptionally well for outstanding performance. Our compensation plan truly allows our team members to exceed their financial goals.

Career Growth Plan : We are constantly searching for new leaders within our company. All of our team members have a duty to better themselves, and everyone has an opportunity to advance within our organization.

We believe in learning something new every day!

Here are some frequently asked questions and answers that we get about our career opportunity :

How do I know if this is NOT the position for me? This would not be the right role for someone who lacks tenacity or strong problem-solving skills.

This role would also not be a great fit for someone who lacks attention to detail or who doesn't like interacting with people.

What kind of training will I receive? We invest in our team members to help them succeed and achieve their personal, professional, and financial goals.

You will receive the award-winning product and sales training that is exclusively offered in our agency.

What is the culture like in your company? We have a competitive culture where we expect a lot from ourselves and each other;

however, we support one another to ensure that we all succeed and have an enjoyable work environment.

What would my career growth plan look like? All team members in our organization have the opportunity to advance within our organization and take on leadership roles.

Will I have to sell insurance? While this is primarily a customer support role, ALL positions within any insurance agency include a measure of "sales.

However, this position is primarily a customer support role. Our expectation is that all of our team members are insurance professionals and able to have consultative conversations with our clients and with any potential new clients that visit our office or call in to help identify any potential gaps in their coverage and to offer solutions.

What can I reasonably expect to make in the first year? Our compensation plan is unmatched in the marketplace. We offer a base salary with uncapped commission and attractive bonuses.

If you follow our sales and service process, you will make a minimum of the range listed in the job posting in your first year.

As you become more experienced, your income opportunities will exponentially increase.

How do I apply? Once you submit your current resume, you will receive an email with a link to complete an assessment. The assessment must be completed in full.

Once it is complete, you will receive a second email with a link to schedule a phone interview with our agency owner. It is your responsibility to call in at the appointed time.

If you are selected to move to the next step in the process, an in-person interview will then be scheduled.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Paid Time Off (PTO)

Responsibilities

The responsibilities of our Client Relations Specialist are :

• Maintain a positive mindset while interacting with customers, both internal and external, even under the most stressful and challenging situations.
• Respond to all client inquiries within one business day.
• Acquire 20 positive online reviews or 20 referrals per month.
• Assist clients with adding coverage, identifying gaps in coverage, and processing policy changes.
• Answer incoming and make outgoing calls to clients, as well as text. and email correspondence
• Document all activity and maintain a database of current customers. (Our CRMs and Customer data are electronic so having strong computer and typing skills is important.

Familiarity with Microsoft 365 products is a plus).

Have fun while being part of a competitive team.

Requirements

The requirements for holding the Client Relations Specialist position are :

• Proven track record of trustworthiness, dependability, and ethical behavior
• Must either possess or be able to obtain within first 60 days of employment California Property & Casualty and Life, Health & Accident Insurance Licenses (reimbursement for expenses opportunity available based on performance).
• Must be coachable
• Excellent communication skills including written, verbal, and listening skills.
• Ability to follow processes and to prioritize multiple tasks with divergent needs.
• Must possess typing, computer, and customers service skills.
13 days ago