Insurance Relationship Manager

2 weeks ago

Peoria, United States Illinois Insurance Careers Full time
Job DescriptionJob Description

The Insurance Relationship Manager is responsible for managing and nurturing relationships with clients, insurance agents, brokers, and other key stakeholders. This role involves serving as the primary point of contact for clients, addressing their insurance needs, and ensuring a high level of satisfaction. The relationship manager will collaborate with internal teams to deliver value-added services, identify growth opportunities, and drive retention and loyalty among clients and business partners.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Flexible Schedule

Disability Insurance

Parental Leave

Retirement Plan

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Mon-Fri Schedule

Vision Insurance


Responsibilities

Key Responsibilities:


Client Relationship Management:

Build and maintain strong relationships with clients, understanding their insurance needs, preferences, and long-term goals.

Serve as the main point of contact for clients, addressing inquiries, resolving issues, and providing personalized service.


Agent/Broker Relationship Management:

Cultivate and maintain partnerships with insurance agents, brokers, and distribution partners to facilitate business growth and client acquisition.

Collaborate with agents and brokers to identify client opportunities, cross-selling opportunities, and strategic initiatives.


Needs Assessment and Consultation:

Conduct thorough assessments of clients' insurance requirements, risk profiles, and coverage preferences.

Provide expert advice, guidance, and recommendations to clients regarding insurance products, coverage options, and risk management strategies.


Solution Design and Implementation:

Design customized insurance solutions tailored to meet the specific needs and objectives of individual clients.

Coordinate with underwriting, claims, and other internal departments to ensure seamless implementation and delivery of insurance solutions.


Client Retention and Satisfaction:

Proactively engage with clients to understand their evolving needs, address concerns, and enhance overall satisfaction.

Monitor client feedback, satisfaction surveys, and retention metrics to identify areas for improvement and implement corrective actions.


Business Development and Growth:

Identify opportunities for business expansion, upselling, and cross-selling within existing client accounts.

Collaborate with sales and marketing teams to develop targeted strategies and campaigns to acquire new clients and increase market share.


Requirements
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • Prior Sales Experience.
  • Must be highly self-motivated.
  • Career minded vision.

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