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Client Engagement Specialist

2 months ago

Greenville, South Carolina, United States Palmetto Senior Benefits Full time
Job Overview

We are dedicated to sourcing confident, reliable, and hardworking individuals who are seeking a long-term career opportunity. As a Client Engagement Specialist, your role will involve fostering relationships, expanding a client portfolio, and experiencing personal, professional, and financial fulfillment. Our expectations are high, and we seek individuals with a strong ambition to thrive in their careers, a passion for making a positive impact, and a genuine love for their work.

Key Responsibilities:

  • Mentor and support new team members
  • Maintain and organize client documentation
  • Assist in scheduling and coordinating appointments
  • Handle incoming calls professionally
  • Arrange meetings with potential clients to promote insurance products and services
  • Support existing clients to ensure their needs are addressed while informing them of any new developments
  • Advise clients on suitable insurance policies tailored to their requirements

Qualifications:

  • Punctual and dependable
  • Professional demeanor and respectful attitude
  • Positive and enthusiastic mindset
  • Resilient in the face of rejection
  • Exceptional presentation abilities
  • Capable of working independently as well as collaboratively
  • Genuine passion for assisting others and fulfilling their needs
  • Access to reliable transportation
About Us

At Palmetto Senior Benefits, our brokers have the capability to write policies for every insurance provider in the state. Our management team is among the fastest-growing in the industry. We are a National Independent Marketing firm that specializes in insurance and retirement planning for social security recipients and individuals of all ages. We emphasize career progression, offering a clear path and ongoing support for continuous development. Over the past decade, we have facilitated the issuance of hundreds of thousands of insurance policies, delivering millions in benefits to our clients.