Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits,
• Work with the agent to establish and meet marketing goals.
• Assist with thank you cards.
• Assist with various seasonal promotions, events, webinars.
• Take minutes at meetings.
• Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).
• Take care of billing needs of agency (accounts receivable).
• Booking insurance and financial apointments for Agent.
• Charged with Social media postings for Agency (online experience).

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• A eager and smart person wanting to make this Agency a better place.
•