Overview
We are seeking a dynamic and detail-oriented Client Manager to join our team and drive exceptional service delivery for our diverse client portfolio. In this pivotal role, you will serve as the primary point of contact for clients, ensuring their needs are met with professionalism, accuracy, and efficiency. Your expertise in financial management, regulatory compliance, and accounting software will empower you to build strong relationships and deliver tailored solutions that support clients’ goals. If you thrive in a fast-paced environment and are passionate about fostering client success through meticulous financial oversight, this opportunity is for you!
Duties Include:
- Insurance Sales Representative – Job Duties
- Generate new business through outbound cold calling, networking, referrals, and prospecting.
- Identify and qualify new sales leads using multiple lead-generation methods.
- Build and maintain a consistent sales pipeline through daily prospecting activities.
- Schedule and conduct appointments with prospective clients in person, by phone, or virtually.
- Assess clients’ insurance needs and recommend appropriate coverage solutions.
- Present insurance products and explain policy features, benefits, and pricing.
- Prepare quotes, complete applications, and assist clients throughout the enrollment process.
- Follow up with prospects to answer questions, overcome objections, and close sales.
- Develop and maintain long-term relationships with clients through excellent customer service.
- Meet or exceed individual sales goals and performance metrics.
- Maintain accurate records of client interactions and sales activities in the CRM system.
- Stay current on insurance products, industry regulations, and company offerings.
- Participate in training sessions, sales meetings, and ongoing professional development.
- Collaborate with team members to support company growth and client satisfaction.
Join us to be part of a vibrant team dedicated to delivering exceptional client service through expert financial management. We value your expertise in accounting principles combined with your passion for building lasting client relationships. If you’re ready to make an impact by ensuring accuracy, compliance, and strategic insight in every interaction—apply today!
Pay: $49,975.76 - $60,185.86 per year
Work Location: In person
