Client Relations Representative - Remote

Overview

The Client Relations Representative is responsible for enhancing worksite marketing and sales of insurance products to client members through active client management.

In Short

• Enhance worksite marketing and sales of insurance products.
• Establish and maintain client relationships within assigned territory.
• Create sales opportunities for outside sales personnel.
• Coordinate marketing activities and fill sales calendars with appointments.
• Prepare and update sales presentations.
• Attend client meetings, conferences, and events.
• Serve as a liaison between clients and internal management.
• Analyze participation reports to monitor progress.
• Maintain knowledge of insurance products and industry trends.
• Work with Outside Agents to provide territory coverage.

Requirements

• Associate’s degree in business, marketing, or related field.
• 3+ years of client relations or account management experience.
• Proficient PC skills, including spreadsheet and word processing software.
• Strong organization, presentation, and communication skills.
• Current NYS Life, Accident and Health license or ability to obtain it.
• Valid driver license.

Benefits

• Comprehensive benefits including medical, dental, and vision.
• 10 days of paid time off and 11 paid holidays.
• Discretionary bonuses based on performance.