Senior Customer Relationship Manager developing strategic account management for corporate clients. Focusing on client retention and delivering exceptional service with a hybrid work structure.
About the role
- Account Manager overseeing daily operations and client service delivery in the insurance sector. Collaborating with internal teams to support business growth and client retention initiatives.
Responsibilities
- Manages the overall team operations, client coordination, and customer service delivery
- Coordines coaching and prioritization assistance with Account Associates
- Leverage knowledge in client services and insurance processing to assist team members
- Assists Producers and Account Executives with Client service commitments
- Ensures service standards are met, trends are identified
- Functions as the day-to-day customer contact for troubleshooting issues
- Manages the new business and renewal process
- Accountable for client service delivery, including high client retention
- Manages renewal marketing plan with Producers and Service Teams
- Creates accurate proposals for Producers and Service Teams
Requirements
- Current Insurance License in Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- Must be comfortable in an electronic environment with strong computer skills
- Strong working knowledge of Word, PowerPoint, and Excel
- Excellent people skills and ability to work well in a team environment
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- High school diploma (college preferred)
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 3 years' experience within the insurance industry or business-related experience
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
- … and so much more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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