Client Relationship Specialist
2 weeks ago
We are seeking a driven Client Relationship Specialist who excels in identifying opportunities and transforming leads into enduring client partnerships. In this role, your expertise in insurance offerings and market dynamics will empower you to engage directly with clients, discern their requirements, and promote products or services that deliver optimal value. You will also contribute to the formulation of strategies and the establishment of performance metrics for our agency.
KEY RESPONSIBILITIES:
- Generate leads, coordinate meetings, assess customer needs, and promote suitable products and services.
- Collaborate with the Agent to set and achieve marketing and sales objectives, ensuring sustained growth and success.
- Proactively uncover insurance sales prospects within our existing clientele.
- Exhibit a strong work ethic with a steadfast commitment to daily success.
- Build and maintain robust client relationships through effective communication and outstanding customer service.
- Evaluate clients' insurance needs and propose tailored coverage options.
- Inform clients about insurance products, coverage limits, and policy features to assist them in making educated choices.
- Stay informed on industry developments, regulations, and shifts in insurance policies to provide exceptional service to clients.
- Work alongside the Agent to meet sales objectives and offer necessary support.
- Preferred experience in sales (including outside sales, inside sales representative, retail sales associate, or telemarketing).
- Demonstrated success in achieving sales targets.
- Ability to connect effectively with customers.
- Possession of Property & Casualty license.
- Possession of Life & Health license.
- For this remote role, candidates must reside outside of Hawaii and be available to work during Hawaii hours.
- Base salary plus commission/bonus structure.
- Paid time off including vacation and personal/sick days.
- Opportunities for professional growth and advancement within the agency.
- Reimbursement for licensing costs.
- Continuous training and professional development opportunities to enhance your expertise in the insurance sector.
This position is remote.
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