Client Relations Associate

Position Overview

As a Client Relations Associate for Insurance, you will be crucial in maintaining strong client relationships and ensuring compliance with regulatory standards.

Key Responsibilities

• Foster client relationships by delivering timely and precise communication to US-based customers via verbal and written channels
• Provide prompt resolution for quotes, claims, e-signatures, billing, and other policy requests
• Liaise with external entities to maintain an exceptional customer experience
• Maintain customer files and record any transactions with customers in the CRM
• Proactively identify and address customer needs to enhance overall satisfaction
• Ensure compliance with Errors & Omissions regulatory standards while executing all tasks
• Take customer calls, perform policy evaluations, review applications, generate quotes, edit and enter data in CRM, and assist in renewals and followups.

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