Responsible for enhancing worksite marketing and sales of insurance products to client members through active client management.
Establishes and maintains client relationships within assigned sales territory and ensures client member satisfaction.
Creates sales opportunities for outside sales personnel and engages in activities to improve market penetration.
Aggressively pursues new business opportunities, including development and follow-up on new contacts and locations to create additional sales opportunities for outside sales representatives.
Works to develop and maintain long-term client relationships with client leadership and representatives within established territory.
Focuses efforts on dormant / difficult locations.
Coordinates marketing activities, which includes filling OA calendars with one-on-one appointments and onsite events.
Prepares and updates sales presentations; communicates updates to sales personnel.
Works in tandem with Outside Agents to provide robust territory coverage.
Attends client meetings, conferences, workshops and events as required.
Serves as a liaison between client and internal management to address concerns and troubleshoot administrative issues.
Contributes to sales planning and implements actions to address shortfalls or opportunities to improve sales.

Associate’s degree in business, marketing or related field and 3+ years of client relations or account management experience, preferably in the insurance industry; or an equivalent combination of education and experience
Strong communication and interpersonal skills.
Excellent problem-solving and organizational abilities.
Ability to work independently and as part of a team.
Valid driver license for daily travel – 2-hour radius.

Equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Client Relations Representative

Key skills