Customer Relationship Manager - Remote

Overview

The Customer Relationship Manager will enhance customer experience and retention by strengthening relationships with clients and ensuring their needs are met with the best life and health insurance solutions.

In Short

• Build and maintain strong relationships with clients.
• Act as a key point of contact for policyholders.
• Analyze customer needs and recommend suitable solutions.
• Oversee policy renewals and claims assistance.
• Work closely with sales and underwriting teams.
• Track customer interactions to enhance service quality.
• Develop customer engagement and retention strategies.
• Provide training to customer service teams.
• Stay updated on industry trends and regulations.

Requirements

• Proven experience in customer relationship management.
• Strong interpersonal and communication skills.
• Problem-solving and conflict-resolution skills.
• Ability to analyze customer data.
• Proficiency in Zoom and Google Spreadsheets.
• Knowledge of life and health insurance products is a plus.
• Insurance license is preferred.

Benefits

• Performance-based incentives.
• Unlimited bonus.
• All-expense travel package.
• Professional development opportunities.
• Flexible work from home job.