Senior Insurance Relationship Manager
7 days ago
We are seeking a skilled and driven Senior Insurance Relationship Manager to join our Personal Lines team in either our Cedar Rapids, IA office or our Rosemont, IL office.
About the Role:
The ideal candidate will be responsible for ensuring high client experience by delivering outstanding customer service. This includes staying informed about changes in clients' lives that could affect their risk exposure and insurance needs, performing annual reviews of their coverage, negotiating with carriers, and advising clients on suitable coverage options, limits, and risk management strategies.
Key Responsibilities:
- Accurately manage client accounts and ensure all deadlines are met
- Assist leaders in marketing and placing new business and/or renewal business while maintaining process per workflows
- Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
- Answer questions from leaders and the service teams regarding accounts
- Communicate with the clients and answer questions regarding provided policies and/or services
- Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
- Travel or visit insurance companies and/or clients, when necessary
- Continuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experience
- Serve as a subject matter expert for niche specialization
- Coordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc.
- Manage book of business with pro-active client service approach
- Round out coverage for accounts in collaboration with the service team or independently, as assigned
- Perform other duties as assigned
Requirements:
- High School diploma or GED required, two or four-year degree preferred
- 3+ years of demonstrated insurance experience is required
- P&C Insurance license required
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
- Understand the different processes/forms associated with the varying coverages and insurers
- Experience working with EPIC Agency Management Software preferred
Compensation and Benefits:
The estimated salary range for this role is $65,000-$80,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including medical, dental, vision, 401(k) with company contributions, paid time off, 11 paid holidays, and more.
Credentials:
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