Alabama Licensed Client Account Manager
Job Summary
Seeking an Alabama Licensed Client Account Manager, the full-time remote position will manage a book of existing clients and past prospects, focusing on relationship building through proactive communication, policy reviews, and referral generation.
Key responsibilities:
- Engage clients through regular phone conversations to enhance relationships and uncover new business opportunities
- Conduct policy reviews and address client inquiries while coordinating with the operations team for service delivery
- Log interactions and track performance metrics in HubSpot to ensure accountability and follow-up on leads
Required qualifications:
- 2+ years of experience in sales, account management, or client relationships, preferably in insurance or financial services
- Active life insurance license or willingness to obtain one within 60 days
- Demonstrated ability to meet sales targets while maintaining client satisfaction
- Strong comfort level with phone and video communication
- Familiarity with CRM systems, particularly HubSpot, is a plus
Complete Job Description
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