Alabama Licensed Client Success Manager

Job Summary

Seeking an Alabama Licensed Client Success Manager, the full-time remote position will manage a portfolio of existing clients and past prospects, focusing on re-engagement, policy reviews, and relationship growth through proactive communication and referrals.

Key responsibilities:

• Engage clients through phone conversations to foster relationships and uncover new business opportunities
• Conduct policy reviews and address client inquiries regarding policy loans and additional services
• Log interactions and track performance metrics using HubSpot, ensuring diligent follow-up and accountability

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
• Proven track record of meeting sales targets while maintaining client satisfaction
• Comfortable with frequent phone and video calls throughout the workday
• Familiarity with CRM systems, particularly HubSpot, is advantageous