Quick overview
Job description
Service existing clients, supervise team activities, train new team members, and report field activity using a Salesforce-based CRM. The role focuses on client growth, team development, and leadership in a fast-paced insurance agency.
Responsibilities
- Service and grow the existing client base
- Supervise team activities and monitor results
- Train and develop incoming team members on company systems
- Submit daily field activity reports using a Salesforce-based CRMPrioritize tasks and delegate when appropriate
- Build client relationships and participate in the community
Required Skills
- Salesforce CRMCRM reporting
- Client management
- Client growth
- Sales
- Customer service
- Team supervision
- Employee training
- Task prioritization
- Delegation
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