Client Manager
2 weeks ago
Essential Duties and Responsibilities:
- Understand and actively work toward agency goals and strategies.
- Understand and actively round accounts by offering additional agency services.
- Engage with client and process daily customer service requests as assigned.
- Process marketing and renewal activities as directed.
- Follow workflows for Renewal/Spec Setup, Change Requests, Endorsements/Audits/Cancellations, Policy Review, Policy Review Wrap-up, Contract Review.
- Complete additional projects as developed and assigned by your supervisor or management.
- Assist with client projects as directed by account executive or sales producer.
- Complete additional projects as developed and assigned by your supervisor or management.
Core Competencies
- Leadership: Lead by example.
- Communication: Communicate clearly and dynamically.
- Interpersonal: Treat people with respect.
- Work: Deliver the highest levels of excellence.
- Time Management: Schedule your time productively.
- Technical: See IT Core Competencies
Qualifications/Work Environment/Physical Demands:
See Educational/Experience Chart
See Office Class A Work Environment/Physical Demands Chart
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