What are the responsibilities and job description for the Client Portfolio Manager position at Charity One Insurance Agency?
As a Client Portfolio Manager at Charity One Insurance Agency, you will have the opportunity to make a meaningful impact on the lives of nonprofit and social service organizations. Our team is dedicated to delivering exceptional service and providing personalized insurance solutions that meet the unique needs of our clients.
We are seeking a highly motivated and organized individual with strong communication skills and the ability to build and maintain strong client relationships. You will work closely with clients to understand their insurance requirements and collaborate with our underwriting team to negotiate policy terms and pricing.
Key Responsibilities:
- Manage client portfolios and provide proactive support to ensure seamless policy renewals
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- Collaborate with underwriting team to negotiate policy terms and pricing
- Provide excellent customer service and resolve client inquiries efficiently
Requirements:
- Strong communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Detail-oriented and organized with strong time management skills
- Familiarity with insurance policy processes and client management systems
