4 Jobs in germantown, md
The Gainey Agency is Hiring a Client Account Manager Near Germantown, MD
As a Life Insurance Agent, you will play a vital role in helping individuals and families safeguard their financial future. Your primary responsibility will be to educate and assist clients in understanding the importance of life insurance and tailor policies to meet their specific needs and circumstances.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with clients by understanding their unique life situations, financial goals, and insurance needs. Provide exceptional customer service and be a reliable point of contact for any insurance-related inquiries
- Needs Analysis: Conduct thorough assessments of clients' financial situations, taking into account their current assets, liabilities, income, and expenses. Based on this analysis, recommend appropriate life insurance coverage that aligns with their individual requirements
- Policy Presentations: Effectively communicate complex insurance concepts in a clear and understandable manner. Present various policy options to clients, explaining the benefits, terms, and conditions to help them make informed decisions
- Sales and Business Development: Proactively reach out to potential clients through our warm lead program. Convert leads into sales opportunities and continuously seek new prospects to expand your client base
- Compliance and Documentation: Ensure adherence to all industry regulations and company policies during the application process. Handle paperwork efficiently and accurately to facilitate the underwriting and issuance of policies
- Ongoing Support: Offer ongoing support to policyholders by assisting with policy modifications, addressing claim inquiries, and providing timely updates on industry trends or changes that may affect their coverage
- Experience in sales1-2 years
- Strong interpersonal and communication skills to effectively connect with clients and establish trust
- A high degree of empathy and compassion to understand clients' needs during sensitive life events
- Sound knowledge of different life insurance products and industry regulations. (Licensing required. We offer an online course at your own cost)
- Organizational and time-management skills to handle multiple client interactions
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Job Summary
Full Time
$108k-156k (estimate)
06/02/2024
06/25/2024
The job skills required for Client Account Manager include Presentation, Customer Service, Communication Skills, Time Management, Business Development, Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Account Manager positions, which can be used as a reference in future career path planning. As a Client Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Account Manager. You can explore the career advancement for a Client Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Account Manager job description and responsibilities
They are usually assigned to essential clients or corporate accounts.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Account Manager jobs
Companies use account managers to ensure that customers feel that their needs are being met.
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Step 3: View the best colleges and universities for Client Account Manager.
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