Licensed Customer Relations Manager
Current• Analyze and identify client needs, offer products tailored to their specific circumstances with future goals oriented • Create new business opportunities through company leads, networking, referrals, reviews and an average of 50 outbound calls per day • Maintain and document up to date client details, risk exposure, and premium information of 350+ household book of business • Develop along with manage long term customer relationships; scheduling and conducting an average of 15 weekly meetings