Client Relations Manager - In Office (P&C License Required)

Job description

Get to Know Us!

The Mosimann Agency is one of the fastest growing, and among the highest producing agencies in New Mexico. We are ranked nationally among the top 3% of Allstate agencies! We take our responsibility to educate and insure our fellow New Mexicans seriously. Our systems and processes enable us to continuously crush our goals and strive to reach new heights. We have a wonderful team, elite culture, strong leadership, with a family mentality. If you know how to take care of people, can follow processes, are organized and efficient, and are ready to be part of an elite team and organization then we think youll do great here and are excited to meet with you!

We need to fill 2 Customer Service Specialist positions. In this position, you will have the opportunity to learn life-changing skills that will serve you well throughout your career.

Hours are Monday through Friday 8 am - 5 pm Mountain Standard Time, must be available during those times.

We would love to consider your resume if you have the following qualifications:

Willingness to learn and participate in your own education and training.

Desire to drive your own career and success.

Enthusiastic, positive attitude.

Strong work ethic and self-starter mentality.

Excellent problem-solving skills.

Above-average computer and telephone skills.

Spirit of cooperation and teamwork.

Outstanding customer service skills.

As a Customer Service Specialist, you will have opportunities to participate in unique and interesting projects along with daily administrative tasks.

If you are Selected, we provide:

A Comfortable family-centered work environment

A clean, safe workplace

A competitive hourly rate, benefits, and bonuses

A participatory, team-oriented, accepting culture

Growth including cross training and promotions

Salary Range: $20.00 - $23.00 per hour

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Simple IRA

Retirement Plan

Responsibilities

Responsibilities of a Customer Care Representative

• Conduct proactive 360 Policy Reviews (not just basic service calls) to find coverage gaps."
• Pivot service interactions into Cross-Sales and Life Insurance conversations.
• Actively manage agency reputation by securing Google Reviews from satisfied clients.
• Identify coverage gaps during routine service calls and successfully warm-transfer high-value life and cross-sale leads to our dedicated sales team.
• Maintain high activity levels (55+ interactions weekly) to ensure client retention (Saves).
• answer inbound requests from customer via phone, text, and email to help them with coverages, questions, policy changes, and billing updates.
• Manage and organize emails, follow up tasks, and customer outreach
• Make outbound calls to customers regarding billing, policy changes, and answering their requests
• Act as an advocate for our clients by advising them on potential risk
• Recommend tailored insurance coverages specific to each customer
• Represent the company in a positive light by always doing what's right for the client

Active P&C License: Must hold a valid Property & Casualty license (Life & Health is a major plus). We are looking for a professional who is ready to hit the ground running on day one.

The "Insurance Account Specialist" Mentality: You must be naturally observant and sales-minded. You don't have to close the deal, but you must be able to spot the opportunity.

In-Office Professionalism: This is a 100% in-office role at our Albuquerque location. We value the collaboration and mentorship that only happens face-to-face.

Proven Reliability: We are looking for a "Rockstar" who shows up for their team and their clients every single day.