Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Overview: We are looking for a dynamic and customer-focused individual to join our team as a Client Relationship Manager for a rapidly growing company. In this role, you will be responsible for providing exceptional service to our clients, addressing their inquiries, and ensuring their insurance needs are met promptly and accurately. As a key point of contact between the company and our clients, you will play a crucial role in maintaining client satisfaction and loyalty.
Responsibilities:
Requirements:
Benefits:
If you are passionate about helping others and thrive in a dynamic customer service environment, we encourage you to apply for the Insurance Customer Service Representative position and become part of our team committed to exceeding client expectations.
Job Type: Full-time
Pay: $25,000.00 - $45,000.00 per year
Schedule:
Supplemental pay types:
Travel requirement:
Ability to Relocate:
Work Location: In person
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