7 Client Specialist Jobs in Fort Myers, FL
East & Greenwell Insurance Inc is Hiring a Client Specialist Near Fort Myers, FL
Job Description
We're a fast growing insurance agency with multiple office locations. Our parent company is part of the Fortune 100 and we're looking for a Customer Service Representative. Our culture is very energetic and built around team success. E & G Insurance offers industry leading salary & benefits!
An ideal candidate will possess a great attitude, strong inter-personal skills, and desire to work hard. Those that meet the criteria will have a great opportunity to grow. No insurance experience is necessary, but sales performance is a plus.
Job Description: Client Specialist build value around the products and services we provide. You will receive incoming calls and assist customers on a day-to-day basis. You will have the opportunity to cross-sell customers to better equip them with financial security. Meet established goals and build relationships with clients. Uphold the agency???s reputation and be professional in conducting business with clients and prospects alike.
BenefitsAnnual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Retirement Plan
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
ResponsibilitiesBe Genuine & Honest
Be Customer-oriented
Be Professional in both scope of knowledge and interaction with Clients
Develop prospects through an organized agency direct solicitation program,
No Cold-Calling , but must cross-sell and follow-up.
Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel.
Request referrals from existing agency accounts.
Requirements- Work experience is preferred.
- Must be willing to obtain all licenses as required by the State Department of Insurance.
- Must complete continuing education as required by the State Department of Insurance.
- Demonstrate effective presentations skills through both verbal and written communications.
- Bilingual in English/Spanish is a plus.
Job Summary
Full Time
$51k-61k (estimate)
05/02/2024
05/15/2024
eastandgreenwell.com
Estero, FL
Related Companies
The following is the career advancement route for Client Specialist positions, which can be used as a reference in future career path planning. As a Client Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Specialist. You can explore the career advancement for a Client Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Specialist job description and responsibilities
They build and nurture strong personal relationships with clients.
03/17/2022: Portland, OR
Perform other administrative duties as required to build business for clients.
02/03/2022: Anderson, IN
Responds to inbound requests from all channels (phone, portal, e-case) within prescribed service levels.
03/28/2022: High Point, NC
Monitors, documents and manages the resolution process in a timely manner while effectively communicating status with the client to maintain a high degree of client satisfaction.
04/03/2022: Binghamton, NY
Assist in the creation and maintenance of user and procedural documentation.
04/02/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Specialist jobs
A good client specialist always consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.
04/15/2022: Elkhart, IN
The number one skill you need to excel in customer service is problem-solving.
02/28/2022: Macon, GA
Client Specialist need to show that they are perfectly capable of talking about your product.
03/19/2022: San Diego, CA
Client specialist need a customer focus and should be willing to bear any situation to make sure the customer remains happy with your service.
03/28/2022: Savannah, GA
There are many different skills required to be considered qualified as a Marketing Specialist.
03/25/2022: Huntsville, AL
Step 3: View the best colleges and universities for Client Specialist.
