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Client Services Account Manager

2 months ago

Weston, United States Truist Full time

EXCITING CAREER OPPORTUNITY
We are seeking a skilled professional to fill the role of Personal Lines Account Manager.

Key Responsibilities and Qualifications:

PRIMARY DUTIES AND RESPONSIBILITIES
  • Develop and nurture essential relationships with clients and carriers through effective communication.
  • Assist clients and team members with service inquiries and resolutions, demonstrating strong problem-solving capabilities.
  • Recognize opportunities for cross-selling and recommend additional coverage options.
  • Work collaboratively with the team to manage client renewals and ensure a smooth process.
  • Drive marketing initiatives for designated accounts.
  • Employ client management systems to update policies and foster productive client interactions.
  • Keep abreast of industry developments and new offerings to deliver optimal solutions to clients.
  • Guide and support fellow team members, contributing to a positive workplace culture.
  • Perform other tasks as assigned.
QUALIFICATIONS

Required Qualifications:
  • Bachelor's degree or equivalent educational background.
  • A minimum of five years' experience in the insurance sector.
  • Possession of relevant insurance licenses.
  • Exceptional client relationship management skills with strong communication proficiency.
  • Competence in computer applications, including Microsoft Office Suite.
  • Willingness to travel as needed.
Preferred Qualifications:
  • Advanced degree in a related discipline.
  • Industry-specific certification.
  • Experience with Requests for Proposal (RFPs).
Become a part of Truist Financial Corporation

All regular full-time employees enjoy a comprehensive benefits package, including medical, dental, and vision insurance, life insurance, disability coverage, a 401k plan, and more. Experience a generous vacation policy, sick leave, and paid holidays.