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Client Relationship Specialist

2 months ago

East Syracuse, New York, United States SITKA INSURANCE AGENCY Full time
Position Overview

About Us

At SITKA INSURANCE AGENCY, we pride ourselves on being a leading independent insurance provider, recognized for our commitment to integrity and exceptional service. Our mission is to foster enduring relationships with our clients while making a positive impact in our communities through our work and volunteer efforts. We strive to cultivate an inclusive environment where everyone can excel and contribute their best.

Our Values

We value teamwork, personal excellence, and continuous growth. Joining our team means you will have opportunities for ongoing learning, skill development, and personal and professional advancement. We celebrate achievements and recognize our employees for their innovative ideas, positive attitudes, and collaborative spirit.

What We Offer

  • Competitive salary and benefits
  • Attractive commission structure
  • Focus on work-life balance and employee wellness
  • A supportive and diverse workplace culture
  • Opportunities to influence positive change and work on meaningful projects
  • Dedicated time for professional development
  • Annual budget for professional certifications

Your Role

As a Business Development Associate, you will collaborate closely with a senior agent to explore and pursue new business opportunities, manage client relationships, and provide outstanding service across various sectors. You will play a key role in the complete business development process, from prospecting to onboarding.

  • Provide strategic insights and conduct thorough analysis to gather necessary information for new clients, ensuring adherence to industry regulations.
  • Drive agency growth by identifying and pursuing new business avenues, fostering strong client relationships, and offering customized consultations to meet client needs.
  • Work alongside account managers to ensure a seamless and exceptional client experience.
  • Build and maintain professional relationships with clients, insurance carriers, and team members.
  • Engage in networking activities, attend industry events, and seek referrals from satisfied clients.
  • Effectively present proposals to help clients understand their insurance options.
  • Identify opportunities to cross-sell additional insurance products when appropriate.

Qualifications

  • In-depth knowledge of industry regulations, trends, and technologies
  • Positive attitude, growth mindset, and client-focused work ethic
  • Ability to thrive in a fast-paced, autonomous environment
  • Proven experience in prospect identification through various channels
  • Excellent verbal and written communication skills
  • Strong organizational and time management abilities
  • Unwavering determination and drive
  • Ability to network effectively and influence decision-making