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C
Confidential
Non-licensed Insurance Advocate
Entry-Level JobVerifiedNo experience needed
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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.
$69,790 / year median in the U.S.
-1% projected decline
Job Description
Job Summary We are seeking a dynamic and motivated Non-licensed Insurance Advocate to join our team! In this energetic role, you will serve as a vital point of contact for clients, helping them navigate their insurance options with confidence and clarity. We will provide the paid training needed to obtain your license. Your enthusiasm for customer service, combined with your knowledge of various insurance products, will drive positive client experiences and foster long-term relationships. This position offers an exciting opportunity to develop your sales skills while providing exceptional support in a fast-paced, client-focused environment. No prior licensing is required; comprehensive training will be provided to ensure your success. Duties Engage with prospective and existing clients through sales efforts. Build strong customer relationships by understanding their needs and offering tailored insurance solutions in health, life, property, casualty. Conduct thorough analysis of client information to recommend appropriate benefits and coverage options Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and client interactions Provide exceptional customer service by addressing inquiries promptly, explaining policy details clearly, and assisting with benefits administration Support the sales team in achieving targets through communication skills and outreach efforts in diverse communities Experience Proven experience in Insurance, sales or retail environments with a focus on customer relationship building Strong negotiation skills with the ability to analyze client needs and recommend suitable insurance products Familiarity with insurance practices, including benefits administration and telemarketing techniques Knowledge of health, life, and commercial insurance concepts is preferred but not mandatory; training will be provided for candidates eager to learn Proficiency in Microsoft Office applications (Word, Excel, Outlook) and CRM systems for effective sales administration Excellent communication skills i Understanding of insurance regulation standards and compliance requirements to ensure ethical practices in all interactions Join us as a Non-licensed Insurance Advocate and become part of a vibrant team dedicated to empowering clients through expert guidance and outstanding service. Your enthusiasm for sales combined with your commitment to customer satisfaction will make a meaningful impact every day!