Job Opportunities in United States
November 7, 2024
The Forehand Agency
Dallas
Customer Success Manager
We are seeking a motivated Customer Success Manager to join our remote sales team. As an Customer Success Manager, you will build meaningful customer relationships, provide exceptional service, and guide customers through the application process with care. If you have excellent communication skills, enjoy helping others, and are ready to go the extra mile for clients, we’d love to meet you.
In this role, you will have the opportunity to assist families in finding the right coverage to safeguard their loved ones.
Key Responsibilities:
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Proactively connect with prospective customers and establish rapport
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Educate clients on various insurance products and recommend tailored solutions
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Assist customers with policy applications and monitor the underwriting process
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Review and evaluate existing insurance coverage, identifying gaps or opportunities for additional protection
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Manage customer documentation with confidentiality and professionalism
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Stay current with industry trends and product knowledge to provide top-tier service
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Ensure all policies meet regulatory and company standards
Qualifications:
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High school diploma or equivalent
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Driver’s license (required)
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1+ years of sales experience (preferred)
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Strong interpersonal and communication skills
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Bilingual in Spanish and English (preferred)
If you are passionate about helping others and eager to grow in a supportive, remote environment, we encourage you to apply. Join us to make a positive impact by providing families with the coverage they need to protect what matters most.
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