Relationship Manager in Wealth Management handling portfolios of high - net - worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
About the role
- Account Manager managing insurance operations within Global Specialty. Focusing on service experience and book of business management with brokers and underwriters.
Responsibilities
- Renewal Analysis/loss analysis and prepping entire account for renewal quotes
- Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
- Review and analyze Endorsement requests, escalate issues as required, process endorsements
- Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
- Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
- Participation in projects, as requested/needed
Requirements
- Prior Commercial Market Insurance industry experience as an Account Manager or Underwriting Assistant required
- Functional knowledge of Commercial Lines rating experience
- Knowledge of the following insurance coverages: Commercial Property, Commercial Excess Liability, Workers Compensation, Auto, General Liability
- College Degree preferred
- Strong Customer Service orientation and Relationship Building skills
- Effective Communication Skills / Written and Verbal
- Strong technical ability
- Professional Demeanor
- Proficiency in Microsoft Word, Excel, and Power Point Software.
Benefits
- Health insurance
- Paid time off
- Retirement plans
- Bonuses
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Account Manager interacting with clients and developing relationships in insurance. Leading strategies for new business and renewals with a focus on complex multi - line accounts.
Account Manager II servicing client accounts and developing relationships with carriers at NFP. Managing marketing processes, client communications, and presentation materials.
Account Manager for TELUS SMB focusing on acquiring new small business accounts. Managing full sales cycle through outbound sales campaigns including cold calling and building customer relationships.
Account Manager at Akcelo, a creative agency driving brand transformations through exceptional project management. Lead day - to - day operations, ensuring project success with attention to detail.
Relationship Manager handling relationships with MFIs and banks for Water.org. Fostering partnerships to unlock affordable financing for water and sanitation initiatives.
National Account Manager managing relationships and P&L for AG Barr's Tesco Group. Driving growth strategies and aligning company's objectives with customer needs through effective negotiations.
Account Manager promoting Lundbeck's psychiatry portfolio, executing sales strategies and enhancing performance in the Lafayette territory. Building customer relationships and adhering to regulatory requirements.
Business Manager supporting Strategic Partnerships at Glacier by Sanlam. Providing operational support and managing project initiatives for business objectives.
Account Manager in Computacenter's Public Sector Division managing sales to UK public sector clients. Collaborating with a driven team to maximize profits and enhance customer satisfaction.