Client Relationship Specialist
Abbie Davis Tanner Agency, Inc.
Benefits:
License reimbursement
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
Do you enjoy helping people while also identifying opportunities to better protect what matters most to them? The Abbie Davis Tanner Agency is looking for a Client Relationship Specialist who thrives on delivering exceptional customer service while building lasting relationships and helping clients discover additional insurance solutions.
This role combines service and sales, allowing you to become a trusted resource for clients throughout their insurance journey. You'll assist with policy questions, coverage updates, and claims support while proactively identifying opportunities to strengthen each client's protection.
Responsibilities:
Provide friendly, responsive service to clients by phone, email, and virtual communication
Assist with policy changes, billing questions, renewals, and coverage updates
Conduct policy reviews to identify gaps in coverage and recommend additional products
Prepare quotes for new and existing clients across multiple insurance carriers
Follow up on customer inquiries and maintain accurate documentation
Build long-term relationships through proactive communication and personalized service
Support clients throughout the claims process when needed
Collaborate with team members to ensure an exceptional customer experience
Qualifications:
Customer service or sales experience preferred
Excellent communication and relationship-building skills
Strong attention to detail and organizational abilities
Ability to multitask in a fast-paced environment
Positive, team-first attitude with a desire to learn
Property & Casualty license preferred (or willingness to obtain)
About our Agency:
At the Abbie Davis Tanner Agency, we believe insurance is about more than policies—it's about protecting people, building relationships, and making a positive impact in the communities we serve. Guided by our core values of integrity, service, compassion, and our "Be a Good Human" mindset, we are passionate about helping clients feel confident and supported through every stage of life.
Our team works with over 100 carriers and serves clients across 25+ states, giving team members the opportunity to provide personalized solutions while continuing to grow their knowledge and skills in a fast-paced, relationship-focused environment.
We are proud to foster a workplace where people from all backgrounds and experiences feel welcomed, supported, and empowered to succeed. We value work-life balance, professional growth, and creating an environment where hard work and ambition are recognized and rewarded.
Our team members enjoy competitive benefits including health, dental, and vision insurance, a 401(k) with a 6% match, licensing reimbursement, bonus opportunities, and a culture that genuinely supports both personal and professional development.
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