Relationship Manager - Insurance

Job Description

Job Description

Our local insurance agency is growing and we are looking for a quality candidate to help grow sales with new account acquisition and existing account management. At The Pelican Benefits Group, we are committed to helping local businesses create the best employee benefits package for their business and their employees. With a consultative approach, we focus on helping to identify areas of need and position strategies that are customized to each specific client.

A Day in the Life

A typical day in the life of a Relationship Manager is often busy and involves a variety of tasks and responsibilities. Heres a summary of what a day in your life might look like:

• Effective Prospecting: Identifying and engaging with potential business clients, paving the way for fruitful partnerships and increased sales.
• Client Meetings: Meetings with existing or potential clients. During these meetings, we discuss the insurance needs of the clients business, assess risks, and provide recommendations for appropriate insurance coverage.
• Proposal Prep: Based on our research and analysis, we prepare customized insurance proposals for potential clients.
• Servicing Clients: We maintain strong relationships with our clients and provide ongoing support to ensure client satisfaction and retention.
• Networking and Business Development: Engage in networking activities to expand your client base. We also explore partnership opportunities with other businesses and professionals to enhance their service offerings.
• Administrative Tasks: Like any other profession, administrative tasks are part of a Relationship Manager’s routine.
• Continuing Education: Our Relationship Managers dedicate time to ongoing education and professional development.
• Collaboration with Colleagues: We work together to address complex client needs, as well as share insights and expertise.

Who we are:

• We are a team focused on clear goals, ensuring every member is aligned and committed to achieving exceptional results.
• We are an organization built on strong leadership, fostering an environment of growth and empowerment.
• We are a team focused on effective communication, collaboration, and continuous development.
• We are process oriented.
• We are a customer-focused business.
• We are adaptable, innovative, and most importantly like to have fun.

Who you are:

• Your current job has you feeling stagnant and unchallenged.
• You are tired of working at a job that doesn’t appreciate your performance.
• You may be yearning for a job that provides stability.
• You are seeking a harmonious balance between your professional responsibilities and personal well-being.
• You strive to provide exceptional service to your customers.
• You enjoy working with like-minded individuals and working in a collective pursuit of excellence.

Apply if you are:

• Goal Oriented
• An Excellent Communicator
• A Relationship Builder
• A Problem Solver
• Self-motivated and proactive
• Detail-oriented
• Ethical and trustworthy
• Resilient and adaptable
• A continuous learner
• A team player

Don’t apply if you are:

• An Introverted individual
• Have a quick-fix mentality
• Risk-averse
• Inflexible
• Reactive instead of proactive
• Resistant to feedback
• A poor communicator
• A lone wolf