Client Relationship Manager

Description :

Manage independently designated accounts and / or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his / her time generating new business sales. Reduce E&O exposures. Commission based compensation.

Manage service timelines for designated accounts and / or Sales Executive's accounts as established by agency and Sales Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate

stages of the timeline with Sales Executive and client.

Be proficient with all value-added tools and resources.

Manage the renewal process as established by the agency.

Utilize Image Right to save appropriate documentation and maintain / update tasks.

Work closely with clients to maintain and build relationships.

Conduct Open Enrollment and Client meetings. Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable).

Prepare account summaries as required.

Deliver policies and related documents to insured as needed.

Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.

If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.

Round out accounts through quotation of lines not currently written through our agency.

Refer clients and prospects to other divisions of Marshall & Sterling.

Maintain professional accreditation necessary to meet agency standards.

Participate in continuing education programs when available.

Build and maintain a favorable and professional work relationship with other staff members.

Communicate with Supervisor / Manager any issues to ensure excellent customer service.

Adhere to established employee manual policies and guidelines.

Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.

Promptly report all E&O claims and potential E&O claims.

Maintain confidentiality in all aspects of client, staff, and agency information.

Perform other duties and projects as assigned.

Requirements :

College degree preferred, high school diploma or equivalent required.

Pursuing or already have an insurance related designation.

Experience and knowledge of Microsoft Office programs.

Knowledge of group benefits and products is essential.

Appropriate state insurance licenses and continuing education required.

Desire for commission-based compensation.

Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the

company in a professional manner.

Demonstrated ability to communicate effectively.

High level of organizational ability with attention to detail.

Valid driver's license and acceptable driving record.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

The salary range for this position is $60,000 to $100,000, negotiable and based on commission.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details : 60000-100000 Yearly Salary

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Salary : $60,000 - $100,000