Client Relations Specialist

2 months ago

Union, Kentucky, United States Oswald Companies Full time
Are you ready to take charge in a vibrant, rapidly expanding organization that truly embodies its values?

Oswald Companies is on the lookout for ambitious individuals eager to elevate their careers.

ROLE OVERVIEW

Tasked with generating sales leads with prospective clients within a designated market; aligns personal sales efforts with team members and other internal resources. Collaborates with colleagues to cross-sell various products and services; formulates and executes a personal sales strategy with direct accountability for yearly production targets.

KEY RESPONSIBILITIES
  • Creates a sales development strategy to initiate business with new clients; builds and nurtures a portfolio of clients, progressively expanding it according to plan each year.
  • Seizes opportunities to cross-sell multiple service lines to current clients; partners with department colleagues and service personnel managing the company's diverse practices to optimize service sales.
  • Maintains a robust level of sales activity through self-initiated efforts to meet production targets; promotes products and services to the right contacts.
  • Develops and implements a proactive approach to sourcing leads, identifying and targeting decision-makers, and making cold calls to secure appointments and service presentations.
  • Conducts a thorough assessment of potential clients' needs by reviewing their current insurance/risk management programs; provides recommendations for suitable and competitive coverage options.
  • Tailors insurance solutions to meet client requirements across various risks; articulates the features, benefits, and drawbacks of different policies to encourage service sales.
  • Effectively communicates products and services by crafting compelling presentations and employing closing techniques to secure business.
  • Regularly meets with existing clients to maintain strong relationships and ensure that required services are delivered as expected; acts as a trusted advisor, assisting clients in analyzing risks and applying innovative solutions to complex risk challenges.
  • Keeps accurate and timely electronic records of all prospecting activities using Microsoft CRM software, including data entry of established contacts, sales calls, presentations made, closed sales, and follow-up activities.
  • Builds a personal network of contacts for long-term prospect sourcing through professional referrals and special-interest groups; engages in community events, non-profit boards, and other networking opportunities.
  • Participates in industry events, seminars, and workshops to stay informed about competitive market changes and new products and services; undergoes technical training to enhance account development skills.
  • Remains updated on legislative changes, industry trends, and new product offerings; assists in implementing company promotional activities and seminars.
  • Attends and contributes to all mandatory Business Development Team meetings.
PERSONAL ATTRIBUTES

The essential personal characteristics needed to successfully fulfill the key responsibilities of this role include:
  • A proactive, goal-oriented, and confident mindset
  • A service-focused, collaborative approach
  • Strong networking and relationship-building capabilities
  • Exceptional interpersonal skills
  • A professional and approachable demeanor
  • Excellent listening, verbal, and written communication abilities
  • Highly organized, detail-oriented, and results-driven
  • Creative, insightful, and innovative
  • Strong analytical and problem-solving skills
EDUCATION AND EXPERIENCE

A Bachelor’s degree in Business, Finance, or Risk Management from an accredited institution and one to three years of relevant experience or an equivalent combination of education and experience.

Specific Experience Required
  • Proven success in selling Business-to-Business products or services is essential.
About Oswald

Oswald is a 129-year-old organization dedicated to providing comprehensive protection for the lives and businesses of our clients.

As an independent, employee-owned company, you essentially control your own success in a personally and financially rewarding environment.

We prioritize inclusivity, fostering a collaborative and welcoming atmosphere where our Employee-Owners thrive on their unique journeys. Our diverse talent mirrors the communities and clients we serve, driving unparalleled risk and insurance innovations.

Our people-first culture and commitment to client service excellence have established our reputation for integrity, resourcefulness, and unwavering care for our clients and employees.

What We Offer...

At Oswald, you will have the chance to build a long-term career with limitless growth potential. Set ambitious goals, work diligently, and we will support you in achieving them.

Experience our supportive work environment where we prioritize the well-being of our Employee-Owners, customers, and the community. Our commitment to caring is evident through our volunteer initiatives, including paid time off for employees to volunteer with organizations of their choice.

We advocate for work-life balance, understanding that you have a life outside of work, and we encourage you to embrace it.

Access a world-class Total Rewards package that reflects our appreciation for our people, including:
  • Competitive compensation with a performance-based annual incentive program.
  • Comprehensive medical, dental, and vision plans along with various supplemental benefits.
  • Annual paid time off and a sabbatical every ten years of service.
  • Ownership in the company through stock options (discretionary profit-sharing and 401(k) match contributions).
  • Support for parking expenses, discounts for local services/experiences, and financial assistance for professional development and licensure/designations.
  • Specialized leadership development programs designed to elevate your career.
  • And much more.
To learn more about Oswald, our culture, and everything we offer, please visit us on LinkedIn.

Oswald, a Unison Risk Advisors company, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic.

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