Relationship Manager

Job Description

• Recruiting, screening, and training new agents.
• Analyzing performance and drawing up action plans.
• Establishing strong relationships with staff and clients.
• Ensuring all staff exercise good time management.
• Obeying agency regulations, guidelines, and policies, and ensuring staff does the same.
• Researching current industry/market trends and using knowledge for business improvemen.
• Responsibilities:
  • Provide service to clients changing insurance needs by selling life, health, and disability insurance.
  • Establish productive working relationships with clients.
  • Develop a base for long-term sources of clients.
  • Compile lists of prospects.
  • Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
  • Ascertain clients long-term goals.
  • Qualifications:
    • Proven experience as an Insurance Sales Representative.
    • Strong understanding of various insurance plans, including life, health, and property insurance.
    • Excellent communication and presentation skills.
    • Goal-oriented with a track record of meeting or exceeding sales targets

Keyskills :
field salesinsurance salesfield work