Client Relationship Manager (Leadership)

Dwight Taylor Peay Sr

Job Description

The Client Relationship Manager (Leadership) role is a strategic position based in Maryland, designed for an experienced professional with extensive insurance industry knowledge, particularly in Property & Casualty and Life & Health sectors. This leadership role focuses on managing a medium-sized team, driving client retention through strong relationship building, and fostering team coaching and development. Reporting directly to the CEO/Managing Director, the position requires effective use of CRM tools and minimal travel, with the flexibility of 90% remote work.

Responsibilities

Lead and manage a medium-sized team (6-15 members) to achieve business goals
Develop and implement strategic plans for client relationship management
Build and maintain strong client relationships to ensure retention and satisfaction
Monitor team performance and prepare regular reports for senior leadership
Identify and resolve client and operational issues promptly
Drive business development initiatives to expand client base
Coach, mentor, and develop team members to enhance skills and performance
Leverage CRM tools such as Salesforce to streamline client management

Required Qualifications

3+ years of experience in the insurance industry
Active Property and Casualty License
Active Life and Health License
Must be located in Maryland

Preferred Qualifications

Proven experience in client relationship management and leadership
Strong communication and problem-solving skills
Proficiency with CRM software such as Salesforce and HubSpot
Strategic planning and team management expertise

\nCompany Description

Dwight Taylor-Peay Sr. State Farm Agency

Company Description

Dwight Taylor-Peay Sr. State Farm Agency

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Vacancy posted 3 days ago

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