Client Account Manager

Bluegrass Stream; Phoenix (AZ); Presencial; USD 85 000 - 110 000; Tempo integral

Resumo da oferta

Bluegrass Stream LLC is seeking an Insurance Account & Team Lead to manage and service existing clients while supervising a performance-driven team. You will drive growth through proactive relationship building and consultative service, identifying opportunities to expand coverage and business.

You will oversee day-to-day activities, train new team members, and report using Salesforce to track field activity, ensure client satisfaction, and support overall business growth goals.

Qualificações

• Experience in insurance client management and consultative sales/service.
• Leadership skills with the ability to coach, train, and supervise.
• Strong relationship-building and communication skills.
• Proficiency with Salesforce or similar CRM tools for tracking and reporting.
• Customer-focused mindset and attention to detail in documentation.

Responsabilidades

• Oversee day-to-day team activity and ensure high-quality client service.
• Train and support new team members to build capability and performance.
• Use a Salesforce-based CRM to report and track field activity.
• Maintain strong client relationships and ensure ongoing client satisfaction.
• Collaborate to support business growth goals and improve client outcomes.

Conhecimentos

Insurance client management

Consultative sales/service

Leadership

Relationship-building

Communication

Documentation accuracy

Ferramentas

Salesforce

Descrição da oferta de emprego

Insurance Account & Team Lead
Manage and service existing insurance clients while supervising team performance. Drive client growth through proactive relationship building, consultative service, and identification of opportunities to expand coverage and business.

Insurance Account & Team Lead
Manage and service existing insurance clients while supervising team performance. Drive client growth through proactive relationship building, consultative service, and identification of opportunities to expand coverage and business.
Key Responsibilities

• Oversee day-to-day team activity and ensure high-quality client service.
• Train and support new team members to build capability and performance.
• Use a Salesforce-based CRM to report and track field activity.
• Maintain strong client relationships and ensure ongoing client satisfaction.
• Collaborate to support business growth goals and improve client outcomes.

Qualifications & Skills

• Experience in insurance client management and consultative sales/service.
• Leadership skills with the ability to coach, train, and supervise.
• Strong relationship-building and communication skills.
• Proficiency with Salesforce or similar CRM tools for tracking and reporting.
• Customer-focused mindset and attention to detail in documentation.