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Client Relationship Manager

2 months ago

Port Jervis, New York, United States Joel Mermelstein - State Farm Agent Full time
Job Overview

We are seeking a dedicated Account Manager to enhance our client relationships and drive sales growth. This role is pivotal in identifying new business opportunities and nurturing existing client accounts.

Benefits:
  • 401(k) plan
  • 401(k) matching
  • Performance-based bonuses
  • Company-sponsored events
  • Dental coverage
  • Flexible working hours
  • Health insurance
  • Career advancement opportunities
  • Paid time off
  • Parental leave
  • Training and development programs

About Us

At Joel Mermelstein - State Farm Agent, we pride ourselves on being customer-focused and professional. Our aim is to foster a vibrant and energetic workplace where excellence and personal growth are at the forefront. We believe in offering careers, not just jobs, and the potential for your income is directly linked to your efforts.


Key Responsibilities:
  • Identify and engage with potential clients
  • Schedule meetings and conduct presentations
  • Build and maintain strong relationships with current clients
  • Participate in local events to generate leads and strengthen client connections
  • Stay updated on industry trends and engage in relevant social groups
  • Propose targeted marketing strategies for specific demographics
  • Consistently meet and exceed sales targets
  • Educate clients on available insurance options through a needs-based approach
  • Generate leads, set appointments, and identify client needs
  • Ensure high levels of customer satisfaction
  • Deliver exceptional service to all clients
  • Manage client accounts using our CRM system
  • Perform additional tasks as assigned
Qualifications:
  • Proven track record in achieving sales goals
  • Excellent interpersonal communication skills
  • Proficient in word processing, spreadsheets, and presentation software
  • Willingness to travel for client meetings and demonstrations
  • High School Diploma or GED required; Bachelor's Degree preferred
  • 3-5 years of experience in outside sales or field sales, particularly with small businesses
  • Strong verbal and written communication abilities
  • Ability to work independently and collaboratively within a team
  • Effective task prioritization and deadline management skills
  • Commitment to compliance and following directions
Compensation for this position is primarily commission-based.

Flexible work-from-home options are available.