Inside Sales & Client Relationships — Remote Growth Path

The Juris Agency; Florence (KY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Work from Home

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Buckman Agency is seeking a motivated Inside Sales & Client Relationship Specialist for our Ohio office. The role blends sales with client relationship management, conducting insurance reviews and identifying opportunities to protect clients and their families.

The ideal candidate communicates confidently, is goal-driven, and comfortable taking initiative. Insurance licensing can be provided for the right candidate to build a long-term career.

Qualifications

• Strong sales mindset with a desire to achieve goals and increase earning potential.
• Confident and comfortable initiating conversations with clients by phone.
• Ability to build relationships while also recognizing and pursuing sales opportunities.
• Strong communication, listening, and interpersonal skills.
• Self-motivated, competitive, coachable, and accountable for results.

Responsibilities

• Proactively connect with existing clients to conduct insurance and account reviews.
• Identify coverage gaps, changing needs, cross-sell opportunities, and additional ways to protect clients.
• Quote, present, and sell personal lines insurance products.
• Turn everyday client conversations into sales opportunities by asking thoughtful questions and recommending appropriate solutions.
• Build strong, long-term relationships that contribute to client retention, referrals, and account growth.
• Consistently follow up with clients and prospective opportunities through phone, text, and email.
• Work with clients considering cancellation or experiencing payment concerns to identify potential solutions and retain business when possible.
• Help onboard new customers and ensure they have a strong introduction to our agency.
• Assist clients with policy and coverage questions while identifying opportunities for additional protection.
• Maintain an organized pipeline and take ownership of follow-up and results.
• Work toward individual sales, retention, and activity goals.
• Participate in ongoing training and coaching to continually improve insurance knowledge and sales performance.

Skills

Sales mindset

Client relationships

Communication

Goal-oriented

Job description

Buckman Agency is seeking a motivated Inside Sales & Client Relationship Specialist for our Ohio office. The role blends sales with client relationship management, conducting insurance reviews and identifying opportunities to protect clients and their families.

The ideal candidate communicates confidently, is goal-driven, and comfortable taking initiative. Insurance licensing can be provided for the right candidate to build a long-term career.