Client Relations Representative (Stewart Insurance)
Stewart
Personal Insurance - Client Relations Representative
Stewart Insurance, part of the Stewart family of companies, is seeking a kind, energetic, curious, and service-driven Personal Insurance - Client Relations Representative to join our team and deliver exceptional experiences to our personal insurance clients.
Job Responsibilities
- Promotes Stewart Insurance services and solutions through sales activities including consultative selling, relationship-building, and exceptional, client-tailored communication skills
- Identifies cross-selling opportunities and recommends additional coverage solutions by listening to understand and anticipate client needs
- Proactively manage policy renewals and communicate recommendations clearly
- Follows standard procedures and guidelines while thriving in a client-focused, production-driven environment
- Builds and deepens client relationships through product knowledge, education, cross-selling, and delivery of exceptional client experiences
- Understands how assigned duties relate to others within the team and how the team integrates with related teams
- Impacts own team through the quality of the support provided in a fast-paced, team-oriented environment
- Recognizes and solves typical problems; selects solutions from established options
- Communicates moderately complex information in routine situations to team and insurance carrier partners to deliver exceptional client experiences
- Works under general supervision with limited ability to modify approach
- Individual contributor having no supervisory responsibilities; manages own workload
- Performs all other duties as assigned by management
Education
- High school diploma required; Bachelor's preferred
Experience
- General Lines Agent – Property & Casualty License
- Demonstrated skills in handling renewals, policy servicing, and client follow-up in a highly organized and detail-oriented manner
- Proficiency with computer systems and CRM platforms
- Typically requires 2+ years of related work experience
Equal Employment Opportunity Employer
Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at View email address on click.appcast.io.
Benefits
Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.
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