Client Representative

Job Purpose

Via the phone, serves as the main point of contact for the core customer base. Answers customer questions, provides information and builds relationships.

• Consult directly with core customers via phone, chat or email to answer questions and provide information regarding policies and coverages. Assists the Retention Specialist to ensure policyholder retention.
• Work with Management and the Technical Services Administrator to successfully complete the training curriculum and develop knowledge of products and services. Continue on-the-job training by working with Management and other staff members.
• Build relationships with new and current customers and proactively recommend other NCMIC products and services to help them do more in their business.
• Accurately enter call data into computer systems.
• Work closely with prospective customers to determine coverage needs, provide accurate quotes and assist with the application process.
• Perform other job-related duties as assigned.

• Education: High School degree; some college preferred.
• Experience: 2 or more years of related experience, preferably in insurance or customer service, or a college degree.
• Skills: Excellent analytical, problem‑solving and decision‑making skills; excellent interpersonal and telephone skills; ability to navigate various company computer systems; develop extensive knowledge of company products and services; excellent oral and written communication skills; obtain a Property and Casualty Lines license within the first 45 days of employment; meet insurer appointment criteria to represent the company as applicable.
• Mental Demands: Ability to focus on tasks for extended periods, flexibility, plan, organize, be detail‑ and deadline‑oriented and maintain a high accuracy rate.
• Physical Demands: Continuous sitting for extended periods, some standing, walking, bending and reaching; frequent use of fingers and hands to manipulate computer, telephone, and other office equipment.