Regional Relationship Manager overseeing customer and vendor relationships, analyzing data, and ensuring profitable business results for property services. Working with diverse teams to enhance service delivery.
About the role
- Account Manager II ensuring clients receive top-notch service for managing their insurance policies. Focused on client relationships and effective account management in the insurance industry.
Responsibilities
- Provide critical support to customers through account management
- Facilitate positive and effective relationships with clients and insurance carrier staff
- Act as the point-of-contact for larger, more complex property accounts
- Manage the entire account-service process
- Market to carriers
- Prepare quotes and proposals
- Prepare/present proposals to clients
- Participate in client meetings/presentations with Producer(s)
- Oversee the processing of enrollments/changes/terms
- Maintain renewal controls on expirations and binders
- Respond to/resolves escalated client issues
- Check policies/endorsement/audits for accuracy
- Coordinate premium financing and the collection of premiums
- Maintain accurate and organized account files
Requirements
- Hold a high school diploma/GED (college degree strongly preferred)
- Have at least 5+ years of related commercial lines insurance experience
- Managing the risks for construction clients
- Are currently licensed in good standing
- Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization
- Demonstrated presentation skills
- Demonstrated oral and written communication skills
- Have the confidence and demeanor to effectively interact with all levels within the organization
- Are computer literate - Microsoft Office Suite and Outlook
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- commissions for full-time positions (30 hours or more)
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