About the role

  • 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

Job title

Client Relationship Manager

Job type

Experience level

Mid levelSenior

Salary

$65,000 - $70,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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