What are the responsibilities and job description for the Insurance Relationship Specialist position at Charity One Insurance Agency?
At Charity One Insurance Agency, we are committed to delivering exceptional service to our nonprofit and social service organization clients. As an Account Manager, you will play a vital role in managing client relationships and providing personalized insurance solutions that meet their unique needs.
Our ideal candidate is a detail-oriented 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
- Buil
- 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
