Client Engagement Specialist
3 weeks ago
Position: Client Engagement Specialist
Location: Indianapolis, IN
Compensation: $40,000 - $45,000 base salary plus commissions (higher end for candidates with prior financial services sales experience)
About Us: At Insurance4indy, we are committed to delivering outstanding insurance solutions to our clients. We take pride in our proactive methodology and dedication to fulfilling our clients' requirements with accuracy and care.
Role Overview: We are in search of a detail-oriented and process-driven Client Engagement Specialist to become a part of our team. This position emphasizes inside sales, focusing on existing clients and leads rather than initiating cold calls.
Key Responsibilities:
- Engage with current clients and leads to assess their insurance requirements and offer customized solutions.
- Initiate proactive discussions with clients to uncover opportunities for additional coverage and cross-selling.
- Ensure all client interactions and transactions are meticulously documented to prevent any oversight.
- Maintain an extensive understanding of our products and stay updated with industry trends and regulations.
- Achieve or surpass sales objectives and contribute to the overall success of the team.
Qualifications:
- Demonstrated experience in a sales capacity, ideally within the financial services or insurance sector.
- Exceptional organizational abilities and meticulous attention to detail.
- Outstanding communication and interpersonal skills.
- Capability to work autonomously as well as collaboratively within a team.
- Must possess the necessary licenses at the start date or obtain required licenses within the first month of employment.
Benefits:
- Competitive base salary with commission opportunities.
- Comprehensive training and continuous support to ensure your success.
- A positive and collaborative workplace culture.
- Opportunities for professional development and career advancement.
- 401k and health benefits.
- Flexibility promoting a healthy work/life balance.
- Paid time off (vacation and personal/sick days).
If you are driven to excel and envision yourself thriving in this role, we encourage you to consider joining our team.
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