About the role

Relationship Success Specialist focusing on generating referrals and building client relationships in North Central Florida. Collaborating with Operations and leadership to fulfill company mission.

Responsibilities

The position of Relationship Success Specialist is primarily responsible for generating referrals within our target territory and referral sources in North Central Florida by identifying opportunities, soliciting new business and building relationships with clients and prospects.
This position will receive guidance and help from the Chief of Operations and the CEO.
Must display the company Core Values and Mission
Build referral source relationships in Ocala
Develop and maintain new and current relationships with clients/referral partners
Set up and facilitate referral partner events consistently
Cold calling potential clients/referral partners and adjusters to build relationships
Communicate with customers and clients/referral partners consistently and effectively
Understand industry-specific trends and landscapes
Help the company to fulfill its mission
Maintain accurate CRM files
Integrate sales efforts with other organized marketing activities (promotions, advertising, exhibitions, telemarketing, social media marketing etc
Attend client meetings, trade shows, networking events, conferences, etc. when advantageous
Demonstrates a positive image of the Company to staff and clients; this shall include oral and written communication and visual presentation

1 -3 years of relationship management experience
Possess strong business development sales skills
Ability to win friends & influence others
Have a proven sales track record in business development and relationship building
Strong account management experience
Great networking & relationship building skills
Committed to a high standard of integrity and work ethic
Excellent communication skills
Effective time-management within a fast-paced and risk-oriented environment
Knowledge of Customer Relationship Database (CRM) and experience using one is highly desirable
Excellent customer service skills
Ability to travel within our service territory
Attend departmental and company meetings as required
Establish and maintain cooperative working relationships with those contacted through the course of work; gain cooperation through discussion and persuasion.
Communicate clearly and concisely, both orally and in writing; must be proficient in reading and writing the English language.
Apply general mathematical and data entry skills, including the use of a mobile smartphone device.
Apply established Company policies and procedures.
Work under pressure and coordinate numerous activities and groups of people who need to cooperate to achieve maximum efficiency.

A team who cares and values you, not just as an employee, but as a person first
Management that holds true to integrity, honesty, and caring for our people and customers
Competitive pay - Unlimited Commissions with Bonuses and Incentives
Company Vehicle
PTO
Paid Holidays
401k
Health, Dental, and Vision insurance options
Supplemental and Life Insurance Options
Workers comp insurance
Bereavement leave