Commercial Lines Client Relationship Manager ensuring high-level service and client satisfaction at Diversified Insurance. Building client relationships and supporting the renewal marketing process in a hybrid model.
Responsibilities
Build and maintain strong client relationships
Deliver customized and standardized analysis reports
Serve as the primary strategic point of contact for assigned clients
Support renewal marketing process and develop communication schedules
Monitor and manage accounts receivable
Collaborate with internal and external resources on behalf of clients
Participate in client meetings and coverage reviews
Adhere to compliance standards and exercise sound judgment
Requirements
Deep expertise in commercial lines insurance
Comprehensive knowledge of diverse coverage options and risk management strategies
Thorough understanding of the insurance industry ecosystem
Commitment to ethical, result-driven business practices
Proficient in computer operations and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Experience using agency management systems
Strong client and relationship management abilities
Excellent time management skills
Clear and effective verbal and written communication skills
Solid grasp of insurance-related arithmetic
Develop expert-level proficiency in Applied Epic
Benefits
Health, Dental, Vision insurance
Retirement plan
Paid time off
A 35-hour workweek
Weekends off
Ability to choose a hybrid work schedule after 90 days
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