Client Relations Representative

Client Relations Representative

Requirements

• Associate’s degree in business, marketing or related field and 3+ years of client relations or account management experience, preferably in the insurance industry; or an equivalent combination of education and experience
• Proficient PC skills, including spreadsheet and word processing software
• Strong organization, presentation and communication skills
• Current NYS Life, Accident and Health license, or ability to become licensed within 90 days
• Valid driver license

Responsibilities

• Aggressively pursues new business opportunities, including development and follow-up on new contacts and locations to create additional sales opportunities for outside sales representatives (“OA”) and increase market penetration.
• Works to develop and maintain long-term client relationships with client leadership and representatives within established territory. Focuses efforts on dormant / difficult locations.
• Coordinates marketing activities, which includes filling OA calendars with one-on-one appointments and onsite events (e.g., new member orientations, workshops, lunch ‘n learns, etc.). Prepares and updates sales presentations; communicates updates to sales personnel.
• Works in tandem with Outside Agents to provide robust territory coverage. Attends client meetings, conferences, workshops and events as required. Night and weekend events possible.
• Serves as a liaison between client and internal management to address concerns and troubleshoot administrative issues. Keeps client contacts informed regarding available products and services, pricing, and new insurance products and/or promotions.
• Reviews and analyzes participation reports and other data to monitor progress towards company goals. Contributes to sales planning and implements actions to address shortfalls or opportunities to improve sales.
• Maintains insurance product knowledge and awareness of industry trends through attendance at industry conferences, competitor analysis and review of industry-related publications.

Preferred Qualifications

No preferred qualifications provided.