Client Relationship Manager (Leadership)

The Client Relationship Manager (Leadership) role is a strategic position based in Maryland, designed for an experienced professional with extensive insurance industry knowledge, particularly in Property & Casualty and Life & Health sectors. This leadership role focuses on managing a medium-sized team, driving client retention through strong relationship building, and fostering team coaching and development. Reporting directly to the CEO/Managing Director, the position requires effective use of CRM tools and minimal travel, with the flexibility of 90% remote work.

Responsibilities

• Lead and manage a medium-sized team (6-15 members) to achieve business goals
• Develop and implement strategic plans for client relationship management
• Build and maintain strong client relationships to ensure retention and satisfaction
• Monitor team performance and prepare regular reports for senior leadership
• Identify and resolve client and operational issues promptly
• Drive business development initiatives to expand client base
• Coach, mentor, and develop team members to enhance skills and performance
• Leverage CRM tools such as Salesforce to streamline client management

Required Qualifications

• 3+ years of experience in the insurance industry
• Active Property and Casualty License
• Active Life and Health License
• Must be located in Maryland

Preferred Qualifications

• Proven experience in client relationship management and leadership
• Strong communication and problem-solving skills
• Proficiency with CRM software such as Salesforce and HubSpot
• Strategic planning and team management expertise

Dwight Taylor-Peay Sr. State Farm Agency