Job Summary

The Client Relations Team Lead is responsible for assisting the Client Relations Manager with performing daily activities related to the Client Relations Team setting client appointments for the Peak American sales team and addressing ongoing client support needs.

ESSENTIAL JOB FUNCTIONS:

• Assists the Client Relations Manager with day-to-day activities.
• Serves as backup for the Client Relations Manager when on vacation, sick, or personal time off.
• Assists the Client Relations Manager to ensure team sets the required number of appointments as determined by Company target goals.
• Assists Client Relations Manager to ensure client relations department maintains productivity standards and quality of appointments.
• Assists with calls/emails regarding schedule changes, resets, go-backs. Updates Sugar CRM with changes.
• Assists Client Relations Manager in handling/submitting legal requests
• Assumes other duties as assigned.

EDUCATION/QUALIFICATIONS/EXPERIENCE· Some college preferred or High School diploma or general education degree (GED).

• Must possess excellent telephone communication skills.
• Service oriented—displays Peak American Pride to clients, managers, sales team.
• General understanding of insurance products—annuities, life insurance.
• Must be able to work cohesively with members of the client relations team to accomplish daily goal of required appointments.
• Must possess strong interpersonal skills and ability to work with individuals at all levels of the organization.
• Must be able to handle multiple responsibilities and remain effective.
• Possesses good working knowledge of Microsoft office products, CRM, and is familiar with the use of all general office equipment.

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Experience:

• Team management: 1 year (Preferred)

Work Location: In person