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VOSS Financial

Insurance Broker

Career Insights for Client Relationship Manager

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Based on Texas data

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What they do

A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.

$62,958 / year median in Texas

+2% projected growth

Explore Career

Job Description

Job Overview Join our dynamic team as an Insurance Broker, where you will be the vital link between clients and comprehensive insurance & retirement solutions. Your energetic approach will help clients navigate their insurance needs, from life insurance to retirement accounts . As an Insurance Broker, you'll leverage your negotiation skills and industry knowledge to provide tailored policies that protect what matters most to our clients. This role offers a fantastic opportunity to build lasting customer relationships while working in a fast-paced, rewarding environment that values your sales expertise and multilingual abilities. Duties Engage in outside sales activities to identify new client opportunities and expand our customer base Conduct thorough analysis of client needs to recommend suitable insurance products Negotiate policy terms and premiums with insurance providers to secure the best options for clients Build and maintain strong customer relationships through exceptional service, regular communication, and benefits administration support Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, quotes, and client information Educate clients on insurance regulations, coverage options, and claims processes to ensure transparency and understanding Support telemarketing initiatives to generate new leads and promote insurance products effectively Experience Proven experience in outside sales or retail sales within the insurance industry or related fields Strong negotiation skills with a track record of closing deals effectively Familiarity with insurance regulation standards and compliance requirements Proficiency in CRM systems, Microsoft Office suite, and sales administration tools Multilingual or bilingual abilities are highly desirable for serving diverse client populations Excellent communication skills for client interaction, client communication management, and customer service excellence Join us as an Insurance Broker where your enthusiasm for sales combined with your industry expertise will drive success. Help clients protect their future while advancing your career in a vibrant environment that celebrates your skills!
Pay:
$3,000.00 - $8,000.00 per week
Benefits:
Flexible schedule People with a criminal record are encouraged to apply
License/Certification:
drivers license (Required)
Work Location:
Hybrid remote in Plano, TX 75024

Benefits

  • Flexible Work Schedules
  • Dental Insurance
  • Life Insurance