Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation ... Career advancement and development opportunities. . Note: The above is not all encompassing of the ...
Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation ... Career advancement and development opportunities. . Note: The above is not all encompassing of the ...
$15 - $19/hr
... client transactions and produce output through computer operations Knowledge of the practices ... A broad range of professional education and personal development possibilities - FIS is your final ...
$15 - $19/hr
... client transactions and produce output through computer operations Knowledge of the practices ... A broad range of professional education and personal development possibilities - FIS is your final ...
$15 - $19/hr
... client transactions and produce output through computer operations Knowledge of the practices ... A broad range of professional education and personal development possibilities - FIS is your final ...
$15 - $19/hr
... client transactions and produce output through computer operations Knowledge of the practices ... A broad range of professional education and personal development possibilities - FIS is your final ...
Knowledge of client specifications for remittance processing. * Knowledge of off-line and ... Diverse and collaborative atmosphere * Professional and personal development resources
Knowledge of client specifications for remittance processing. * Knowledge of off-line and ... Diverse and collaborative atmosphere * Professional and personal development resources
Knowledge of client specifications for remittance processing. * Knowledge of off-line and ... Diverse and collaborative atmosphere * Professional and personal development resources
Knowledge of client specifications for remittance processing. * Knowledge of off-line and ... Diverse and collaborative atmosphere * Professional and personal development resources
$50.05 - $75.10/hr
... client-centered outcomes and satisfaction. 7)Reward and recognize associates who are achieving ... development training with progressive supervisory assignments. BS with MSN or BSN Management ...
$50.05 - $75.10/hr
... client-centered outcomes and satisfaction. 7)Reward and recognize associates who are achieving ... development training with progressive supervisory assignments. BS with MSN or BSN Management ...
Additionally, provides more complex Tier 2 support for all client technology and associated ... Education Associates Degree, Technical Certificate, or Equivalent Technical Experience Experience 3 ...
Additionally, provides more complex Tier 2 support for all client technology and associated ... Education Associates Degree, Technical Certificate, or Equivalent Technical Experience Experience 3 ...
Additionally, provides more complex Tier 2 support for all client technology and associated ... Education Associates Degree, Technical Certificate, or Equivalent Technical Experience Experience 3 ...
Additionally, provides more complex Tier 2 support for all client technology and associated ... Education Associates Degree, Technical Certificate, or Equivalent Technical Experience Experience 3 ...
This role reports to Associate Manager, Field Service. Duties/Responsibilities: * Travel to client ... Provide support for internal documentation, testing, production, and development efforts.
This role reports to Associate Manager, Field Service. Duties/Responsibilities: * Travel to client ... Provide support for internal documentation, testing, production, and development efforts.
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... Promote team growth and development by coaching and mentoring technicians; providing performance ...
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... Promote team growth and development by coaching and mentoring technicians; providing performance ...
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... Promote team growth and development by coaching and mentoring technicians; providing performance ...
Every associate matters and makes a difference It is truly a culture like no other - We hope you ... Promote team growth and development by coaching and mentoring technicians; providing performance ...
$61K - $105K/yr
Education: Associate's degree in related field or equivalent work experience Licensures ... Facilitates training and development efforts. Maintains employee competencies. Monitors and reviews ...
$61K - $105K/yr
Education: Associate's degree in related field or equivalent work experience Licensures ... Facilitates training and development efforts. Maintains employee competencies. Monitors and reviews ...
$253K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Support organizational priorities through thoughtful talent planning, development, and retention ...
$253K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Support organizational priorities through thoughtful talent planning, development, and retention ...
$126K - $167K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Lead prioritization across competing needs, balancing client commitments, regulatory requirements ...
$126K - $167K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Lead prioritization across competing needs, balancing client commitments, regulatory requirements ...
$253K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Support organizational priorities through thoughtful talent planning, development, and retention ...
$253K/yr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Support organizational priorities through thoughtful talent planning, development, and retention ...
Client Development Associate information
What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?
How does a client development associate typically collaborate with sales and account management teams?
What does a client development associate do?
What is the difference between Client Development Associate vs Business Development Representative?
| Aspect | Client Development Associate | Business Development Representative |
|---|---|---|
| Primary Focus | Building and maintaining client relationships, account management | Generating new leads, prospecting, and closing new business |
| Required Skills | Communication, relationship management, client service | Sales, prospecting, negotiation |
| Work Environment | Client-facing, account management teams | Sales teams, outreach-focused roles |
| Common Certifications | None specific, often related to industry certifications |
The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.
Full-time
Medical, Retirement, PTO
Posted 8 days ago
Job description
WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE'RE LOOKING FOR
The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.
A GLIMPSE INTO YOUR DAY
- Maintains client files and ensures accurate account information.
- Processes policy change requests.
- Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery.
- Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
- Enters and rates policies in carrier websites and orders new policies as needed.
- Issues standard certificates of insurance, auto ID cards and other forms for policy holders.
- Prepares policy cancellation/lost policy release forms and sends to clients. Follows up on policy cancellations as needed.
- Order motor vehicle reports "MVRs" and loss runs as directed.
- Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
- Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
- Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
- A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.
- Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
- High School Diploma or equivalent.
- Bilingual (English/Spanish) preferred; may be required, depending on location.
- 1+ year experience in Customer Service.
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
- Working knowledge of personal lines of coverage.
- Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.
- Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
- Must be able to understand written and oral communications and interpret information written within policies.
- Ability to work independently with limited daily supervision and to work effectively in a team environment.
- Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
WHY CHOOSE RELATION?
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
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Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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$15.38 - $29.81