SmartFinancial

Account Manager

• Build and strengthen relationships with clients
• Recommend tailored product solutions
• Conduct Client Account Reviews (CARs)
• Meet and exceed revenue targets
• Serve as the primary point of contact for clients
• Provide an exceptional experience that helps insurance agents grow

Account Manager – B2B

Call Center Representative

• Conduct 200+ outbound calls/day to prospective customers to introduce products and services.
• Develop a thorough understanding of our product offerings to address customer inquiries effectively.
• Encourage the customer to receive a competitive quote from a licensed agent
• Engage in warm calling strategies to build rapport with potential clients.
• Meet or exceed daily call quotas while maintaining a high level of customer satisfaction.