Client Relationship Manager

2 months ago

Campbell, California, United States Joe Frangieh - State Farm Agent Full time
Job Overview

Benefits:

  • 401(k) plan
  • 401(k) matching contributions
  • Performance-based bonuses
  • Competitive salary structure
  • Dental coverage
  • Health insurance options
  • Career advancement opportunities
  • Paid time off policies
  • Comprehensive training and development programs

ROLE SUMMARY:
As a Client Relationship Manager at Joe Frangieh - State Farm Agent, you play a crucial role in our daily operations and the success of our clients. Our thriving office seeks a highly motivated, confident, and dynamic professional who embodies a winning attitude. We are in search of the ideal Client Relationship Manager to enhance our office with their enthusiasm for connecting with clients who need expert guidance in navigating insurance and financial products, ensuring they are prepared for unforeseen circumstances.


In this position, you will collaborate with a vibrant team that shares your commitment to excellence. We are dedicated to investing in your success and providing coaching to help you achieve high performance. This career path is rewarding for the right individual. If you possess the necessary qualities, you will enjoy a lucrative income that reflects your hard work and results. We will equip you with the skills necessary for effective insurance planning, sales techniques, and building a robust client base that will lead to referrals and ongoing business as their needs evolve. Our organization offers continuous training and support to ensure you can best serve our clients.


KEY RESPONSIBILITIES:

  • Build and maintain customer relationships, generate leads, provide insurance quotes, and close sales through needs-based discussions.
  • Deliver prompt, accurate, and friendly customer service, addressing inquiries related to insurance availability, eligibility, coverage options, policy modifications, claims, and billing.
  • Foster long-lasting customer relationships by maintaining strong client connections through follow-up communications and scheduled meetings to ensure high retention rates.

REQUIREMENTS:

  • Preferred experience in sales (outside sales, inside sales representative, retail sales associate, or telemarketing).
  • Bi-lingual candidates (Spanish, Vietnamese, Mandarin) are preferred.
  • Experience in managing client relationships is advantageous.
  • Interest in marketing products and services tailored to customer needs.
  • Exceptional communication skills - written, verbal, and listening.
  • Commitment to customer service excellence.
  • Able to anticipate and address customer needs effectively.
  • Ability to relate well to clients.
  • Property & Casualty + Life & Health License (must be obtained).

COMPENSATION AND BENEFITS:

  • Base salary ranging from $50,000 to $70,000 per year, plus commissions and bonuses.
  • Paid time off for holidays and personal/sick days.
  • Health benefits including Kaiser HMO/Silver PPO options.
  • Dental and vision insurance coverage.
  • 401(k) plan with employer matching.
  • Opportunities for growth and advancement within the agency.

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