What are the responsibilities and job description for the Insurance Professional Account Servicing Manager position at Jobleads-US?
**About Us**
At Jobleads-US, we pride ourselves on providing the highest level of service to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and building long-lasting relationships with our clients.
About the Role
This is an exciting opportunity for an Insurance Professional Account Servicing Manager to join our team and take on the challenge of managing a portfolio of high-net-worth clients. As a key member of our team, you will be responsible for ensuring that all client needs are met and exceeded, while also identifying opportunities for growth and development.
Key Responsibilities
- Manage a portfolio of high-net-worth clients
- Develop and implement customized insurance solutions to meet client needs
- Build strong relationships with clients and ensure excellent customer service
- Collaborate with internal teams to identify opportunities for upsell and cross-sell
- Maintain accurate records and reports of client interactions and transactions
Requirements
- Bachelor's degree in a relative field or equivalent work experience
- Fluency in MS office products
- Proven experience working with high-net-worth individuals and their unique needs
- Strong communication and interpersonal skills
- Ability to build strong relationships with clients
Benefits
We offer a comprehensive benefits package including medical, dental, vision, HSA, FSA, and HRA plans. You will also have access to a performance-driven vacation and sick policy, as well as accident, critical care, legal coverage, and identity theft offerings.
