What are the responsibilities and job description for the Client Relations and Account Manager position at Davis Insurance Inc?
Job Overview
Welcome to Davis Insurance Inc., where we believe that genuine relationships are the bedrock of exceptional service. Located right here in Bowling Green, Kentucky, we're a team that's deeply invested in our community and the success of our clients. We're looking for a warm and dedicated Client Relations and Account Manager to join our close-knit family. Imagine being the trusted advisor our clients turn to, someone they know they can count on for clear guidance and personalized support. You'll be instrumental in nurturing these relationships, ensuring each client feels heard, valued, and well-protected. If you have a passion for helping others, a natural ability to connect with people, and a desire to build a meaningful career in insurance, we can't wait to get to know you. Come grow with us in Bowling Green!
Salary Range: $40,000.00 - $70,000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)Health Insurance
Dental Insurance
Retirement Plan
Requirements
Proven success in client relations, account management, or a similar client-facing sales role.
Excellent communication and interpersonal skills, with a knack for building rapport.
A strong understanding of insurance principles and products (Property & Casualty preferred).
Proficiency in CRM software and standard office applications.
Self-motivated with a genuine desire to help clients succeed.
Ability to manage multiple client accounts and prioritize effectively.
Responsibilities
Cultivate and maintain strong, lasting relationships with our valued clients.
Serve as the primary point of contact for client inquiries, concerns, and service needs.
Proactively identify client needs and recommend appropriate insurance solutions and coverage adjustments.
Manage the renewal process for existing accounts, ensuring client satisfaction and retention.
Collaborate with the sales team to support client growth and satisfaction initiatives.
Keep client records accurate and up-to-date in our CRM system.
About Us
Salary : $40,000 - $70,000