job-area: Business

Customer Service Rep

AIC Insurance is looking for a customer service rep who can preform the following:

  1. Client Relationship Management:
    ● Build and maintain long-term relationships with existing clients through regular
    communication and proactive account management.
    ● Serve as the main point of contact for clients, addressing their insurance inquiries,
    providing expert advice, and resolving any concerns or issues promptly and professionally.
    ● Conduct regular policy reviews to assess clients’ evolving insurance needs and identify
    opportunities to enhance coverage or offer additional products.
  2. Account Maintenance and Administration:
    ● Ensure accurate and up-to-date client information is maintained in the CRM system and
    other relevant databases.
    ● Process policy changes, endorsements, and renewals in a timely and efficient manner,
    adhering to company guidelines and regulatory requirements.
    ● Collaborate with internal teams, such as underwriters and claims professionals, to ensure
    seamless service delivery and resolution of client issues.
  3. Business Development:
    ● Identify cross-selling and upselling opportunities based on clients’ insurance portfolios and
    ● Collaborate with the sales team to provide insights and support during the acquisition of
    new clients, including attending client meetings and preparing proposals as needed.
    ● Participate in networking events and industry conferences to expand your professional
    network and promote the company’s services.
  4. Market and Product Knowledge:
    ● Stay updated on industry trends, insurance products, and regulatory changes to effectively
    educate clients and offer suitable coverage options.
    ● Conduct market research and competitor analysis to identify new business opportunities
    and areas for growth.
    ● Bachelor’s degree in business, finance, or a related field (preferred).
    ● Proven experience as a Customer Relationship Manager or similar role in the insurance industry.
    ● Strong knowledge of insurance products, policies, and regulations.
    ● Excellent interpersonal and communication skills, with the ability to build rapport and influence
    clients effectively.
    ● Demonstrated problem-solving abilities and a proactive approach to client management.
    ● Detail-oriented and organized, with the ability to multitask and prioritize workload effectively.
    ● Proficiency in CRM software and Microsoft Office suite.
    ● Insurance certifications are a plus.