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Client Relationship Manager

2 months ago

Los Angeles, California, United States IntelliPro Group Inc. Full time
Position Overview

Client Relationship Manager Location: Remote Job Type: Full-Time
Salary Range: $70,000 - $80,000 (base)


Key Responsibilities:
  1. Deliver expert insurance brokerage services to a designated portfolio of corporate clients.
  2. Manage various insurance-related tasks including new business acquisition, policy renewals, and claims processing.
  3. Preferred capability to establish appointments with wholesalers and insurers on behalf of the organization.
  4. Address client inquiries, oversee policy administration, and manage insurance programs.
  5. Offer technical support and guidance to team members.
  6. Conduct client visits alongside management.
  7. Perform additional duties as assigned by management.
Qualifications:
  1. Possession of a Bachelor's degree or higher.
  2. An active California Property and Casualty License is required.
  3. A minimum of 2 years of experience in commercial insurance or financial lines within an independent agency is essential.
  4. Strong command of both spoken and written English.
  5. Able to thrive under pressure while demonstrating effective time management skills.

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