Insurance Client Success Leader

Bluegrass Stream LLC; 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

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.