Client Relationship Manager

1 week ago

Greenwood Village, Colorado, United States WATERTON INSURANCE GROUP, LLC Full time
Position Overview

Waterton Insurance Group is experiencing significant growth. Following our recent acquisition by Guild Mortgage, we are eager to expand our team with enthusiastic, intelligent, and personable individuals. Our environment is dynamic, enjoyable, and offers substantial opportunities for advancement and earning potential. We provide a competitive base salary, premium commissions, and ongoing residual payments based on performance. Our team members have the potential to maximize their earnings through warm leads and personal production.

Role Responsibilities

  • General Responsibilities
    • Ability to quote, bind, and inform clients about their property and casualty insurance options.
    • Develop and maintain strong relationships with clients, colleagues, and business partners.
    • Proficiently learn and utilize the Agency Management System, CRM, and other relevant applications.
    • Demonstrate a strong commitment to providing customized and exceptional customer experiences.
    • Build trusted partnerships with internal business associates.
    • Identify opportunities for external business growth.
    • Contribute to the development and implementation of top-tier agency systems and processes.
    • Stay updated on market trends and changes within the insurance sector.
    • Adhere to company policies and ensure compliance with applicable legal standards.

Qualifications

Experience

  • Outstanding organizational skills.
  • Exceptional customer service abilities (a passion for helping others is essential).
  • Strong verbal and written communication skills.
  • Proficient computer skills; experience with Agency Management Systems and/or Salesforce is advantageous.
  • High attention to detail and ability to multitask effectively.
  • Team-oriented with the ability to work independently in a fast-paced environment.
  • Enjoy educating clients about coverage options and potential gaps in their insurance policies.
  • Demonstrated understanding of insurance principles and concepts.
  • Strong analytical skills.
  • Must obtain a property and casualty license within one month of employment.
  • A college degree is preferred but not mandatory.
  • Focus on leads generated through our existing business models.
  • Waterton offers a comprehensive benefits package, including medical, dental, and vision coverage.
  • Generous paid time off policy, including 10 paid holidays.
  • Highly competitive compensation structure, including commissions, renewal commissions, bonuses, and travel incentives.
  • Performance rewards based on individual, team, and agency success.
  • A culture centered on teamwork, positivity, enjoyment, and camaraderie.
  • An opportunity to contribute to the establishment of a nationally recognized insurance company known for excellence.
  • Extensive training opportunities; our tailored approach sets us apart.
  • Strong focus on professional growth and development, fostering a long-term thriving environment for our team.

Education

  • A college degree is preferred but not required.

Working Environment

  • Emphasis on leads generated through our established business models.
  • Waterton provides a comprehensive benefits package, including medical, dental, and vision options.
  • Generous paid time off policy, including 10 paid holidays.
  • Highly competitive compensation plan, featuring commissions, renewal commissions, bonuses, and travel incentives.
  • Performance-based rewards reflecting individual, team, and agency achievements.
  • A culture that promotes teamwork, positivity, enjoyment, and camaraderie.
  • An opportunity to help shape a national insurance company with a stellar reputation.
  • Extensive training provided; our customized approach is a key differentiator.
  • Strong commitment to professional growth and development, fostering a supportive environment for long-term success.

We operate on a hybrid model, balancing in-office and remote work. Frequent interactions with management, vendors, colleagues, industry stakeholders, clients, and the public are expected.

Waterton is dedicated to equal opportunity in all employment practices for all qualified applicants and employees, without regard to race, color, religion, gender, gender identity, sexual orientation, age, national origin, pregnancy, disability, genetics, marital status, military or veteran status, or any other protected category as established by local, state, and federal law. This policy applies to all aspects of the employment relationship, including recruitment, hiring, placement, promotion, transfer, compensation, disciplinary action, layoff, leaves of absence, training, and termination. All employment decisions will be made without unlawful discrimination based on any prohibited basis.

The essential functions, working conditions, and physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

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