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Client Care Specialist

Island Insurance

Posted: 5 days ago

Duties:

  • Customer Service and Support
    • Assists agents with customer service calls and policy inquiries (including the discussion of coverage) via phone, email, or walk-in timely and professional manner as required by departmental policies and procedures.
    • Provides back-up support to IIA team members in the performance job duties as required.
    • Responsible for making outbound/inbound customer retention calls daily.
    • Cross-sells other Personal Lines insurance policies as required.
    • Prepares, generates and distributes weekly reports on retention results.
    • Maintains detailed call activity reports and provides to the IIA Manager on a regular basis.
    • Represents the company at public and community events as needed.
    • Possesses a positive, service-oriented attitude towards agencies, insureds, and employees within the company.
  • Workflow and Compliance Management
    • Performs duties with general guidance and refers more difficult and complex issues to supervisor or senior staff.
    • Monitors daily workflow to ensure resources are appropriately utilized in the best possible manner to meet company goals and individual productivity.
    • Learns marketplace and changing market conditions, keeping abreast of trends and techniques to maintain a competitive status.
    • Ensures state and federal compliance.

Qualifications:

  • High school diploma or general education degree (GED) required; Bachelor’s degree in Business discipline preferred. 
  • 1 to 2 years customer service and/or sales experience required: personal lines insurance and call center experience preferred.
  • Equivalent education, experience, and training will be considered.  
  • Hawaii state Property and Casualty Solicitor’s License obtained within 90 days of hire.
  • Valid Hawaii Driver’s license and use of own vehicle.

Salary Range: $18.00 To $23.00 Hourly