Client Relationship Specialist

Job summary

The Client Relationship Specialist serves as the primary point of contact for builder members, managing relationships and guiding them through the warranty process. They are also responsible for driving sales, cross-selling insurance products, and ensuring accurate enrollment and documentation.

Job details

The Client Relationship Specialist serves as the primary point of contact for builder members, managing relationships and guiding them through the warranty process. They are also responsible for driving sales, cross-selling insurance products, and ensuring accurate enrollment and documentation. Candidates should possess strong communication and organizational skills with a sales-oriented mindset. A Level 1 or 2 General Insurance License is required or must be obtained with company support.

What you’ll do

The Client Relationship Specialist serves as the primary point of contact for builder members, managing relationships and guiding them through the warranty process. They are also responsible for driving sales, cross-selling insurance products, and ensuring accurate enrollment and documentation.

Requirements

Candidates should possess strong communication and organizational skills with a sales-oriented mindset. A Level 1 or 2 General Insurance License is required or must be obtained with company support.

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid time off
• Bonuses
• Commissions
• Paid educational training

Listed skills

• Customer service · Preferred
• Sales · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Client Relationship Management · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Sales
• Insurance licensing
• Communication
• Organizational skills
• Microsoft Office
• Outlook
• New home warranty knowledge
• Customer service
• Lead follow-up
• Cross-selling
• Document management

Job areas

• Sales
• Customer Service & Support
• Construction
• Finance & Accounting

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