client relationship officer

Job Detail

Job Duties:

Provide consistent, accurate and timely communication to clients (US based) through verbal and written correspondence
Call new and existing insureds for claims, quote and bind personal lines policies and retain accounts to deepen relationships with our client
Take information from clients about coverage, exclusions and exposures; document electronic files accordingly
Respond to clients’ needs by producing binders, certificates, policies and other related items
Maintain client files in our Agency Management System for processing all transactions
Process daily incoming mail, emails, voice mails and faxes
Follow up to ensure timely responses
Renew policies by agency standards
Maintain client files accurately and consistently documenting conversations
Adhering to all other automation procedures
Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines

What we are looking for:

Customer service or sales experience [this is not a sales position]
Ability to organise, prioritise and self-manage workload
Ability to work in a team environment, with a positive attitude and willingness to help others
Able to work under pressure and time constraints
Very strong written and verbal English communication skills
Bachelors degree (4 year) is required

Benefits:

English Fluency