What are the responsibilities and job description for the Insurance Relationship Manager position at JL Connects?
Insurance Relationship Manager
This role involves building and maintaining relationships with internal and external customers, service existing accounts, cross-selling and account rounding, and managing communications with clients and carriers according to agency policies.
Key Responsibilities:
- Building and maintaining strong relationships with clients, understanding their insurance needs, and providing tailored solutions.
- Overseeing the life cycle of insurance policies, including renewals, endorsements, and claims processing.
- Assisting clients with inquiries, explaining policy terms, and resolving issues or concerns.
- Identifying opportunities to offer additional coverage or products that fit clients' needs, contributing to revenue growth.
- Collaborating with underwriters, claims adjusters, and other team members to ensure a smooth process for clients.
- Maintaining compliance with industry regulations and company standards.
Required Qualifications:
- Professional experience within an independent agency
- Proficiency with computer systems, including Microsoft Office and automated agency management systems like AMS360
- Active Property & Casualty License
