What are the responsibilities and job description for the Client Relations Specialist position at Wiglesworth-Rindom Insurance Agency?
Join Our Team: Launch a Purpose-Driven Career in Insurance
Wiglesworth-Rindom Insurance is growing and we’re looking for service-oriented, ambitious individuals ready to build a meaningful career. If you’re passionate about helping others and thrive in a people-first environment, this could be the perfect opportunity for you.
Start as a Client Relations Specialist (CSR)
In this foundational role, you’ll:
- Learn the inner workings of our agency’s systems, tools, and workflows
- Deliver exceptional customer service with integrity and empathy
- Focus on client retention, policy servicing, and rounding out existing accounts
- Build strong relationships with insureds, treating them the way we’d treat our own family
This stage sets the groundwork for long-term success in the insurance industry and within our agency.
Advance to an Agent Role (9–18 Month Transition)
Once you’ve mastered our service approach, you’ll transition into an Agent position. Here’s what that looks like:
- Retain a strong service and retention mindset
- Begin generating your own leads and cultivating your Assigned Clients
- Develop and manage client pipelines with agency support
- Transition from service support to purpose-driven client acquisition. Earning trust, educating prospects, and aligning them with the protection they need
No License? No Problem. We’ll Sponsor You.
We fully invest in your development:
- Start with your 4-40 Customer Representative license (100% paid for by us)
- As you transition into the Hybrid Agent role, we’ll cover and support you through your 20-44 Personal Lines or 2-20 General Lines license
Why Wiglesworth-Rindom?
Our mission is simple: We make insurance easy.
We believe every homeowner deserves the same risk management expertise typically reserved for the affluent. If you're looking for a career where you can educate, empower, and protect, you belong here.
Key Responsibilities:
- Answer incoming calls and warmly greet clients and prospective customers
- Gather quote information and present competitive insurance options
- Handle policy service requests and respond to client inquiries promptly
- Utilize and maintain agency tools, ensuring data is accurate and up to date
- Maintain organized and detailed client records in agency systems
- Process new business applications efficiently and accurately
- Provide clear answers to product coverage and billing questions
- Address and resolve client concerns with professionalism and care
- Assist with policy rewrites, non-renewals, and cancellations
- Coordinate with insurance carrier representatives in underwriting, billing, and service departments
Required Skills & Qualifications:
- Proficient in computer use with strong touch-typing abilities
- Excellent verbal and written communication skills
- Self-motivated and able to work independently
- Strong multitasking abilities in a fast-paced environment
- Effective time management and ability to prioritize tasks
- High attention to detail and accuracy
- Strong organizational skills with the ability to manage multiple responsibilities