Client Relationships Manager

3 weeks ago


San Antonio, Texas, United States CARLOS RAMIREZ INSURANCE AGENCY LLC - ALLSTATE Full time
Responsibilities
  • Identify, qualify, and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate quotations, and general account support.
  • Actively prospect round accounts, solicit increases in existing client coverage, and network for new clients, including win backs.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and documentation.
  • Present policies to insured and educate them on coverages and rates.
  • Maintain CE and participate in ongoing education to continuously improve knowledge and performance.
Required Skills and Qualifications
  • Bilingual - Fluent Spanish
  • Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance experience.
  • Possess a valid drivers license and a source of reliable transportation.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Benefits
  • Competitive salary and commission structure
  • Opportunity for advancement and professional growth
  • Paid time off and training & development


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