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Client Relationship Manager

2 months ago

Bohemia, New York, United States Ryan Platz - State Farm Agent Full time
Position Overview

Benefits:

  • 401(k) matching contributions
  • Performance-based bonuses
  • Competitive salary structure
  • Flexible working hours
  • Complimentary snacks and meals
  • Career advancement opportunities
  • Paid time off for personal and sick days
  • Parental leave policies
  • Profit-sharing options
  • Professional training and development programs

ROLE SUMMARY:
As a Client Relationship Manager at the Ryan Platz - State Farm Agency, specializing in Life Insurance, you play a crucial role in our daily operations and the success of our clients. Your primary responsibility is to foster strong client relationships while serving as a bridge between client needs and our agency's various departments. You enhance the lives of our clients by actively promoting relevant insurance products and services.


We are seeking candidates with experience in Life Insurance or Property & Casualty. If you hold the necessary licenses, you will have the opportunity to expand your knowledge across all product lines and services.


Advance your career while positively impacting your community. We are looking for a dedicated, personable, and sales-oriented professional to join our agency.


KEY RESPONSIBILITIES:

  • Build and maintain customer relationships, ensuring follow-up as necessary.
  • Utilize our client database to engage in needs-based discussions regarding Life Insurance.
  • Deliver prompt, accurate, and friendly customer service, addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing issues.
  • Encourage successful and enduring customer relationships.

REQUIRED QUALIFICATIONS:

  • Preferred experience in sales, whether in outside sales, inside sales, retail, or telemarketing.
  • Experience in managing client relationships is advantageous.
  • Interest in marketing products and services tailored to customer needs.
  • Exceptional communication skills, including written, verbal, and listening abilities.
  • Commitment to outstanding customer service.
  • Adept at anticipating customer needs.
  • Ability to relate effectively to clients.

ADDITIONAL BENEFITS:

  • Paid time off, including holidays and personal/sick days.
  • Salary complemented by commission and bonuses.
  • Opportunities for growth and advancement within the agency.
  • Company-sponsored IRA with matching contributions.
  • Flexible scheduling options.