Client Relationship Manager

3 days ago


Middlebury, Connecticut, United States Marta Nerin - State Farm Agent Full time
About Us

We help people manage the risks of everyday life, recover from the unexpected and realize their dreams at Marta Nerin - State Farm Agent in Middlebury, CT.


Why Work With Us?

  • We are located in Middlebury, CT.
  • We help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning.

Your Role:

As a sales agent, you will be a vital part of our team, growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.


Responsibilities:

  • Manage client accounts and update information in the database.
  • Sales of new policies and achieve mutually agreed upon goals
  • Assist clients with policy changes and inquiries.
  • Provide customized insurance estimates.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
  • Follow up with prospective clients.
  • Educate customers about products and services offered by the company.

Qualifications:

  • Prior sales experience preferred but not required.
  • Excellent customer service and communication skills.
  • Strong organizational skills and attention to detail.
  • Previous experience in insurance or a related field preferred.
  • You will need to be willing and able to obtain CT Property & Casualty and Life & Health insurance licenses.

Compensation:

A competitive salary of $42,000-$47,000 per year, plus bonus opportunities based on performance.



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