Insurance Relationship Manager
2 weeks ago
As an Insurance Relationship Manager with Dina Constantinou Insurance Agency, you will have the opportunity to work in a stable and essential industry that is dedicated to making a difference in people's lives.
We are looking for a dynamic and resourceful individual who can work on a WINNING team to connect with clients and provide them with customized insurance products and financial services that meet their needs.
Main Responsibilities:
- Identify opportunities to propose protection to clients and get them in the right spot regarding insurance and financial services.
- Assist clients by applying changes and performing servicing activities to meet their needs effectively, while advising and educating to ensure client satisfaction and retention.
- Establish personalized contact with clients to create a climate of trust conducive to providing insurance and financial services.
- Manage and build client relationships from first contact onward to ensure policies are current and needs continue to be met as well as new products/services are offered and sold based on clients' life changes.
- Assist with Marketing efforts to encourage and enhance sales individually and for the team/agency as a whole.
Requirements/Qualifications:
- Appropriate insurance licenses (OTL, LLQP) as required.
- Professionalism and integrity required.
- Sales experience and successful track record of meeting sales goals preferred.
- Customer and goal-oriented, as well as sales-driven, with a balance between strong productivity and attention to detail/quality.
- Resourceful and motivated.
- Willing to work flexible hours.
- Second language is a plus.
Estimated Salary: $50,000 - $70,000 per year, depending on location and experience.
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