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Client Relationship Manager

2 months ago

Canonsburg, Pennsylvania, United States USG Insurance Services, Inc. Full time
Job Overview

Position: Agency Relationship Specialist

Location: Canonsburg, PA

Company: USG Insurance Services, Inc.

Compensation: Salaried position, compensation based on applicant qualifications

Work Schedule: Full-time (40 hours per week), Monday to Friday, 8:30 AM - 5:00 PM

The Agency Relationship Specialist plays a crucial role within our national Agency Relationship Management team, operating from the Canonsburg, Pennsylvania office. This position collaborates closely with our internal advertising, marketing, and sales divisions. The individual will be tasked with generating new business opportunities and providing agents with comprehensive training on our quoting platforms and services. This role includes personalized mentorship aimed at enhancing your insurance, sales, and overall professional capabilities.

Key Qualifications:

  • Results-driven with a persistent approach.
  • Excellent interpersonal skills with the ability to foster relationships with retail clients.
  • Creative, enthusiastic, and eager to expand knowledge.
  • Proficient in Excel, PowerPoint, and Word.
  • Able to collaborate effectively in teams and provide constructive feedback.
  • Capable of managing multiple projects in a fast-paced environment.
  • A Bachelor's Degree in Marketing, Communications, Business, or a related field is preferred but not mandatory.

Main Responsibilities:

  • Engage with current and prospective retail agency clients through phone and electronic communication to provide product updates and support their business needs.
  • Work alongside the National Production teams to identify sales opportunities with targeted agencies.
  • Conduct daily outbound calls to enhance business relationships.
  • Maintain accurate records of communications and useful information using our proprietary CRM system.
  • Oversee the national agency development and retention strategy.
  • Support branch offices in developing local retail agency marketing strategies.
  • Evaluate company performance against service level agreements and identify potential issues through client satisfaction assessments.
  • Collaborate with Business Development to create and implement innovative strategies for business growth.
  • Additional Responsibilities May Include:
  • Representing USG at industry events, including conventions and trade shows.
  • Facilitating online systems registration, training, and reporting.
  • Tracking sales generated from marketing efforts and devising methods to showcase results.

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