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Client Relationship Manager

2 months ago

Walnut Creek, California, United States GGB - Global Full time
Introduction

Embrace your enthusiasm for problem-solving and tackle challenges head-on with GGB - Global's esteemed brokerage team. Become part of a diverse community, driven by a shared commitment to excellence. In this role, you will be pivotal in providing protection, empowering businesses, and fostering their ambitions. Together, we will establish a legacy of trust and success in the ever-evolving landscape of risk management.


We recognize that every candidate brings unique qualities, and we encourage you to consider this opportunity even if you feel you may not meet every requirement.

Overview


The Client Relationship Manager is responsible for enhancing existing partnerships and delivering exceptional service to both internal and external stakeholders through effective management of a designated portfolio of client accounts.

This position plays a crucial role in achieving significant business objectives such as revenue enhancement, client loyalty, satisfaction, and reinforcing GGB's value proposition to clients and prospects, while also meeting operational and margin goals.

How You'll Make an Impact

The primary responsibilities of the Client Relationship Manager include:
  • Supporting the strategic objectives of Branch Managers and the client service team.
  • Driving revenue growth by advising clients on additional insurance options or necessary limit adjustments based on their specific risk profiles.
  • Delivering outstanding client service in alignment with GGB's operational standards.
  • Consistently achieving operational efficiency and performance benchmarks.
  • Successfully managing and profitably growing a designated group of client accounts.
  • Building and nurturing relationships with current clients through exceptional ongoing support.
  • Seeking referrals from the existing client base to identify new business opportunities.
  • Securing current business while actively promoting additional services and coverage options.
About You

Required:
  • Bachelor's degree with a minimum of 5 years of experience in client service or claims management –OR– High School diploma/GED with at least 10 years of relevant experience.
  • Possession of necessary licensing as mandated.
  • Willingness to travel up to 25% of the time.
  • Proficiency in Microsoft Office applications and adeptness in utilizing technology to enhance efficiency and quality.
  • Demonstrated experience in managing client relationships.
  • Strong written and verbal communication skills.
Preferred:
  • Knowledge of the insurance industry, particularly Property & Casualty.
  • Solid financial understanding.
  • Ability to cultivate collaborative and meaningful relationships with both internal and external stakeholders.
  • Experience in facilitating or leading group discussions with clients.
  • Capability to effectively manage multiple priorities.
  • Comfort with analyzing data to inform decision-making.
  • Self-directed work style.
  • Ability to exemplify dedication and GGB's core values.
Compensation and Benefits


In addition to a competitive salary, you will benefit from being part of a dynamic team and have access to a wide array of benefits.

Core benefits include:

  • Medical, dental, and vision plans starting from day one.
  • Life and accident insurance.
  • 401(K) and Roth options.
  • Tax-advantaged accounts (HSA, FSA).
  • Educational expense reimbursement.
  • Paid parental leave.
Additional benefits include:
  • Digital mental health services.
  • Flexible work hours.
  • Training and development programs.
  • Wellness initiatives promoting overall health.
  • Charitable matching gift program.
  • And more...
Inclusion and Diversity

At GGB - Global, inclusion and diversity are fundamental to our operations and are woven into the fabric of our organization. We are committed to sustainability and supporting the communities we serve.

We celebrate the diverse identities, experiences, and talents of our employees, enabling us to better serve our clients and communities. We view inclusion as a conscious commitment and diversity as a vital strength.

GGB - Global is an equal opportunity employer, committed to providing equal employment opportunities to all individuals, regardless of their protected characteristics.