What are the responsibilities and job description for the Client Relationship Manager - Insurance position at Hubler Financial Services, LLC?
Job Summary
As an Independent Agent, you will play a crucial role in connecting clients with the insurance products that best meet their needs. This position requires a proactive approach to sales and customer service, ensuring that clients receive personalized attention and expert guidance throughout the insurance selection process. You will work independently to build and maintain relationships, leveraging your skills in negotiation and communication to achieve success in the field.
Duties
- Engage with potential clients to understand their insurance needs and provide tailored solutions.
- Conduct thorough assessments of client requirements, offering appropriate insurance products.
- Utilize effective sales techniques to negotiate terms and close deals.
- Maintain accurate records of client interactions and transactions.
- Stay informed about industry trends, product offerings, and regulatory changes affecting insurance sales.
- Provide exceptional customer service by addressing inquiries and resolving issues promptly.
- Collaborate with other professionals in the field to enhance service delivery and client satisfaction.
Skills
- Strong customer service skills with a focus on building lasting relationships.
- Excellent communication abilities, both verbal and written, to convey complex information clearly.
- Bilingual or multilingual proficiency is a plus, enhancing your ability to serve diverse clientele.
- Proven sales experience, particularly in insurance or related fields.
- Ability to negotiate effectively to achieve favorable outcomes for both clients and the agency.
- Familiarity with HIPAA regulations is beneficial for handling sensitive client information.
- Experience in outside sales is advantageous for reaching potential clients in various locations.
- Knowledge of benefits administration can enhance your ability to assist clients with comprehensive coverage options.
This role is ideal for self-motivated individuals who thrive in an independent work environment while being committed to delivering exceptional service.
Job Types: Full-time, Permanent
Pay: $36,000.00 - $120,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Vision insurance
Supplemental Pay:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Indianapolis, IN 46227 (Required)
Ability to Relocate:
- Indianapolis, IN 46227: Relocate before starting work (Required)
Work Location: In person
Salary : $36,000 - $120,000
