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
   needs.
   ● 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.
   Qualifications:
   ● 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.