Relationship Manager I managing business banking for clients with $1M to $5M sales. Collaborating with internal partners to enhance client cash flow solutions.
About the role
- Account Manager overseeing commercial accounts ranging from $3.5M - $4M at a global Fintech leader. Responsibilities include client interaction, policy processing, and servicing commercial accounts.
Responsibilities
- Interact with clients to address all servicing needs
- Processing of policies, endorsements, and audits
- Enter policy data into client management system
- Order loss runs for re‐marketing accounts
- Keep desk and files organized at all times
- Prepare renewal rating quotes and proposals
- Attend agency and department meetings
Requirements
- Account size management ranging from $3.5M - $4M
- Proficiency in agency management system (Epic)
- Experience with commercial accounts servicing
- Strong client interaction skills
- Ability to process policies, endorsements, and audits
- Effective communication with carriers for underwriting matters
- Ability to attend agency and department meetings and training
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Job title
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Experience level
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Degree requirement
Location requirements
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