Client Relations Representative (Stewart Insurance)
Core
Deliver exceptional experiences to personal insurance clients through consultative selling, relationship-building, and policy management.
Role type
Client Relations Representative (Personal Insurance)
Builds
Personal insurance policies and coverage solutions
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
consultative selling, relationship-building, policy renewal management, cross-selling, CRM proficiency, client communication
Preferred skills
Bachelor's degree, General Lines Agent license
Responsibilities
Promote insurance services via consultative selling, identify cross-selling opportunities, manage policy renewals, communicate recommendations, build client relationships, solve typical problems, communicate with team and carriers
Seniority
Individual contributor, no supervisory responsibilities
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