Account Relationship Coordinator

3 weeks ago


Newport Beach, California, United States SmartFinancial Full time
Grow Your Career with SmartFinancial

At SmartFinancial, we're committed to driving growth and success for insurance agencies through our industry-leading technology. We're looking for talented individuals who share our passion for innovation and customer satisfaction.

This role offers an estimated annual salary of $90,000, plus uncapped commissions and performance bonuses. Top performers can earn up to $150,000 within two years.

Key Responsibilities:

  • OPTIMIZE CLIENT RELATIONSHIPS: Build and strengthen relationships with clients, ensuring their needs are met and revenue maximized through our platform.
  • CUSTOMIZE SOLUTIONS: Recommend tailored product offerings that align with the specific goals of insurance agents, addressing their needs with precision.
  • LEAD CLIENT ACCOUNT REVIEWS: Evaluate performance, manage budgets, and ensure client satisfaction with our services.
  • Achieve Revenue Targets: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling, always prioritizing the success of agency partners.
  • SERVE AS PRIMARY POINT OF CONTACT: Ensure clients have the support and resources needed to achieve their business objectives with SmartFinancial.
  • DELIVER AN EXCEPTIONAL EXPERIENCE: Provide insurance agents with the tools and support necessary to grow their business and achieve their objectives using our platform.

Requirements:

  • MINIMUM 2 YEARS OF SALES OR ACCOUNT MANAGEMENT EXPERIENCE, WITH A FOCUS ON BUILDING STRONG CLIENT RELATIONSHIPS.
  • PROVEN ABILITY TO CONNECT WITH INSURANCE AGENTS AND UNDERSTAND THEIR UNIQUE NEEDS AND CHALLENGES.
  • EXPERIENCE WITH HIGH-VOLUME CALLING.
  • INSURANCE OR MARKETPLACE EXPERIENCE IS HIGHLY VALUED.
  • STRONG COMMUNICATION AND NEGOTIATION SKILLS, WITH THE ABILITY TO CLEARLY ARTICULATE THE VALUE OF OUR PLATFORM TO INSURANCE AGENTS.
  • IMPECCABLE ATTENTION TO DETAIL AND A TRACK RECORD OF SUCCESS IN SALES.
  • ABILITY TO THRIVE IN A FAST-PACED, RESULTS-DRIVEN ENVIRONMENT.


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