Account Relationship Representative

Description

• Proactively identify ways to deepen client relationships and increase referral opportunities.
• Monitor industry trends, market shifts, and competitor activity to spot new business opportunities and mitigate risks.
• Plan and follow efficient client visit routes to maximize productivity and time management (company vehicle provided).
• Build and maintain strong relationships with referral partners to consistently achieve sales targets.
• Work closely with the marketing team to ensure sales efforts align with current campaigns and messaging.
• Utilize events, client outings, and industry gatherings to build rapport and create meaningful touchpoints.
• Maintain accurate sales forecasts and submit regular reports using CRM tools and other tracking systems.

Requirements

• Able to adapt quickly in a fast-paced environment and manage shifting priorities with ease.
• Experience or familiarity with the insurance industry is a definite advantage.
• A background in Business, Marketing, or a related field (a bachelor's degree is a plus, but not required if experience speaks for itself).
• A proven track record of success in sales, especially in relationship-driven roles.
• Comfortable using CRM systems and productivity tools like Google Workspace.
• Most importantly: you're driven, proactive, and skilled at building lasting professional relationships.
• Excellent communication and people skills-you know how to connect, listen, and build trust.
• Highly motivated, goal-oriented, and capable of working independently while also thriving in a team setting.

Benefits

• 3% of total mitigation and content sales from your referral network
• Second-year commission potential: up to $50,000+
• Health, dental, vision, and 401(k) included - company match up to 6%
• 1% of total reconstruction/repair sales from your referral network
• Plus paid time off (PTO) to recharge
• First-year commission target: approximately $20,000
• Performance-based bonus tiers tied to total sales volume
• Earn a base salary between: $45,000-$65,000

Training + Development

Interview process

Visa Sponsorship

Security clearance