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Client Engagement Specialist
2 months ago
We are on the lookout for an enthusiastic Client Engagement Specialist who can turn potential leads into long-lasting client partnerships. Your knowledge of insurance offerings and market dynamics will empower you to connect with clients, comprehend their requirements, and advocate for solutions that provide substantial benefits. Moreover, you will work alongside our team to devise strategies and set performance benchmarks for our agency.
Key Responsibilities:- Identify and generate leads, schedule meetings, evaluate client needs, and promote suitable products/services.
- Collaborate with the agent to define and meet marketing goals.
- Exhibit a strong work ethic and pursue success consistently.
- Foster lasting client relationships with the agency team.
- Handle multiple phone lines efficiently.
- Showcase outstanding multitasking abilities and professionalism.
- Skilled in reading, writing, and navigating various computer systems.
- Previous experience in sales/service is preferred (e.g., inside or outside sales, retail, telemarketing).
- Committed to customer service and recognizing opportunities for client protection.
- Demonstrated success in achieving sales objectives.
- Able to build rapport with clients.
- Must hold a Property & Casualty license.
- Possess a valid Property and Casualty state insurance license.
- Complete required training and agreements within the first two weeks of employment.
- If not already licensed in Life and Health, pass the state exam within 60 days.
- Prior experience in the insurance field is advantageous.
- Bonuses based on performance.
- Team-building outings and lunches.
- Opportunities for training and professional growth.
- Competitive salary with commission and bonus structure.
- Health benefits upon meeting licensing requirements.
- Paid time off.
- Opportunities for advancement within the agency.
Core Values: Respect, Integrity, Reliability, Pride, Caring
If you are motivated to excel and see yourself thriving in this position, we encourage you to submit your application. Further details regarding the interview process will be provided.