Client Service Manager

4 days ago

Knoxville, Tennessee, United States Oakbridge Insurance Agency LLC Full time
Client Executive Job Description

We are seeking a highly skilled Client Executive to join our team at Oakbridge Insurance Agency LLC. As a Client Executive, you will be responsible for managing and growing a portfolio of clients, ensuring their insurance needs are effectively met.

Key Responsibilities:
  • Client Management: Build and nurture strong, long-term relationships with clients, acting as their main contact for all insurance-related needs.
  • Insurance Consulting: Offer expert advice to clients regarding insurance products, coverage options, and risk management strategies.
  • Policy Review: Analyze clients' existing insurance policies to ensure they align with their current and evolving needs and risk profiles.
  • New Business Development: Identify and pursue opportunities to grow your client portfolio by prospecting, presenting tailored insurance solutions, and cross-selling products.
  • Policy Placement: Work closely with insurance carriers to negotiate the best terms and pricing for your clients.
  • Claims Management: Guide and advocate for clients throughout the claims process, ensuring timely and fair resolution.
  • Renewals: Manage policy renewals proactively, advising clients on necessary updates and ensuring a smooth renewal process.
  • Compliance: Stay informed on industry regulations and compliance requirements to ensure clients' insurance programs are compliant.
  • Documentation: Maintain accurate and well-organized client records, including policies, endorsements, and correspondence.
  • Market Intelligence: Keep up with industry trends, market conditions, and emerging risks to offer informed recommendations to clients.
Qualifications:
  • Bachelor's degree in insurance, finance, business, or a related field. Insurance certifications (e.g., CIC, CPCU) are a plus.
  • Proven experience as a client executive, account manager, or in a similar role within the insurance industry.
  • In-depth knowledge of insurance products, coverages, and risk management principles.
  • Strong communication and interpersonal skills to build and maintain solid client relationships.
  • Excellent negotiation skills with the ability to secure favorable terms with insurance carriers.
  • Analytical mindset with the ability to assess policies and analyze risk effectively.
  • Detail-oriented with strong organizational and time management skills.
  • Proficient in insurance software and industry tools.
  • Commitment to confidentiality and professionalism in handling sensitive client information.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for growth and professional development.
  • A supportive and dynamic work environment with a focus on client success.

Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. We are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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