Client Account Manager

Manage and service existing insurance clients while supervising team activity, training new team members, and reporting field activity through Salesforce-based CRM. The role focuses on client growth, team development, and relationship building.

Responsibilities

• Service and manage the existing client base.
• Supervise team activities and results.
• Train and develop incoming team members on established systems.
• Complete daily field activity reporting using Salesforce-based CRM.
• Support client management and growth, training, and leadership development.
• Prioritize tasks and delegate as appropriate.

Required Skills

• Client account management
• Insurance sales
• Customer service
• Salesforce CRMCRM reporting
• Team supervision
• Sales performance tracking
• Staff training
• Client growth
• Task delegation