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Client Relationship Manager

2 months ago

Conshohocken, Pennsylvania, United States NSM Insurance Full time

About NSM Insurance

NSM Insurance is looking for dedicated professionals to support our growth in the equipment finance and leasing sector. We are expanding our operations and require skilled individuals who are proactive and eager to contribute to our success.

Position Overview:
  • Establish and nurture robust relationships with clients, serving as their primary contact.
  • Oversee the onboarding process for new clients and ensure continuous support.
  • Evaluate client data to uncover needs and potential avenues for business enhancement.
  • Develop a comprehensive understanding of NSM Insurance products and the leasing market.
  • Facilitate training sessions for clients across various levels.
  • Create precise internal and external reports and manage their distribution.
  • Propose enhancements and identify potential revenue streams.
  • Manage assigned client accounts and assist in commercial growth initiatives.
  • Work collaboratively with internal teams to achieve client goals.
Qualifications:
  • Demonstrated experience in account management within the financial services or insurance sectors.
  • Familiarity with equipment leasing or financing insurance is advantageous.
  • Exceptional skills in stakeholder and relationship management.
  • Strong presentation and training skills.
  • Excellent verbal and written communication abilities.
  • Detail-oriented with solid analytical and problem-solving capabilities.
  • Ability to work autonomously and manage time efficiently.
  • Proficient in Microsoft Office, especially Excel.
  • Creative and solution-focused mindset.
  • Willingness to travel for meetings with stakeholders.
  • Flexible schedule to accommodate various time zones.