Client Success Director

3 days ago


Newport Beach, California, United States SmartFinancial Full time
About the Role

We are seeking a Client Success Director to join our team at SmartFinancial. As a Client Success Director, you will be responsible for driving growth and success for insurance agencies through our cutting-edge technology platform. Your primary responsibility will be to build and maintain strong relationships with insurance agents, understanding their unique needs and challenges, and providing them with tailored product solutions that meet their goals.

The ideal candidate will have a proven track record of success in sales and account management, with a focus on building strong relationships with clients. Excellent communication and negotiation skills are essential, along with the ability to articulate the value of our platform to insurance agents.

Responsibilities
  • Develop and execute strategies to drive growth and success for insurance agencies.
  • Build and maintain strong relationships with insurance agents, understanding their unique needs and challenges.
  • Provide tailored product solutions that meet the goals of insurance agents.
  • Conduct Client Account Reviews (CARs) to evaluate performance and ensure client satisfaction.

Salary: $66,560 per year, plus uncapped commissions and performance bonuses, based on individual and team performance.



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