Client Relationship Manager
2 weeks ago
The Client Relationship Manager at Allstate Insurance Agency - Burak Kaya plays a crucial role in nurturing and enhancing profitable connections with personal lines clients while expanding the business portfolio through new client acquisitions.
Key Responsibilities:
- Identify, assess, and cultivate personal insurance prospects with both new and existing clients through various communication channels including in-person meetings, online interactions, phone calls, and written correspondence.
- Build and sustain exceptional relationships with clients and prospects through consistent follow-ups, accurate and prompt quotations, and comprehensive account support. Proactively address and respond to all client needs.
- Engage in active prospecting, account rounding, and solicit enhancements in existing client coverage while networking for new clients, including re-engagements.
- Assist and prepare clients for policy renewals and retention efforts, ensuring robust client relationships are maintained.
- Track, evaluate, and report on essential metrics to guarantee sales objectives are met, while documenting sales activities in a timely, precise, and professional manner.
- Collaborate with team members, mentor junior staff, provide expertise, answer inquiries, and participate in both formal and informal meetings as required.
- Acquire Personal Lines licenses within 60 days of employment if not currently active in Connecticut.
- Exhibit strong knowledge of insurance products, rating and underwriting procedures, coverage options, and industry practices to effectively secure new business and maintain the existing client base.
- Demonstrate a proven history of success in business-to-business sales. Possess strong presentation, persuasion, and negotiation skills with the ability to finalize sales.
- Be client-oriented, customer-focused, and professionally assertive in establishing new client relationships and servicing current clients.
- Exhibit exceptional organizational skills with the ability to complete challenging tasks independently, sound business judgment, strong decision-making capabilities, and superior written and verbal communication skills.
- Possess excellent time management skills, thrive in a collaborative environment, and demonstrate proficiency in technology and computer systems, including agency management software.
- Bilingual proficiency in Polish or Spanish is preferred but not mandatory.
- Performance-based bonuses
- Flexible working hours
- Complimentary snacks and refreshments
- Opportunities for career advancement
- Paid time off
- Training and professional development
- Access to wellness resources
- Competitive compensation
- Opportunities for professional growth
- Job security in a thriving industry
Flexible remote work options are available.
This position is not directly with Allstate Insurance Co.; rather, it is as a staff member with Allstate Exclusive Agents, who operate as independent contractors for Allstate Insurance Co.
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