Client Relations Representative

Client Services RepresentativeClient ServicesFull TimeRemoteMid LevelTeam 5,001-10,000Since 1893H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

3 days ago

Salary

0

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Client Relations Representative

Stewart Title

• 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

Job Requirements

  • High school diploma required; Bachelor’s preferred
  • 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

Benefits

  • a variety of health and wellness insurance options and programs
  • paid time off
  • 401(k) with company match
  • employee stock purchase program
  • employee discounts

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