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Client Relationship Manager
2 months ago
The Client Engagement Specialist (CES) plays a pivotal role in fostering and nurturing enduring client relationships through the consistent provision of competitive loan products and exceptional loan servicing.
Key Responsibilities:- Engage with clients to follow up on pending cases and upcoming renewals, collaborating closely with Senior Management to enhance business volume.
- Assess loan opportunities, evaluate credit risks, and present actionable loan commitments and agreements with competitive rates and terms tailored for Agent/Broker clients.
- Conduct thorough analyses of borrower financial statements and policy illustrations, ensuring a comprehensive understanding of competitive offerings in the market.
- Serve as the primary point of contact for clients, establishing trust and accountability throughout the loan process.
- Monitor and manage a designated portfolio, including collateral positions, cross-over dates, and necessary notifications.
- Lead regular territory portfolio status calls with management to discuss actionable items and account statuses.
- Collaborate with various stakeholders, including the Chief Business Development Officer and Chief Administrative Officer, to manage new cases and renewals effectively.
- Oversee quoting, underwriting, and pricing to ensure compliance with established standards.
- Maintain high levels of customer service, ensuring timely delivery of necessary documentation and information.
- Build and sustain productive relationships with clients to drive sales for the life premium business unit.
- Participate actively in Territory Meetings and coordinate customer calls.
- Ensure adherence to all operational guidelines and manage potential risk factors.
Required:
- Associate's degree or equivalent experience.
- Proficiency in Microsoft Office and strong communication skills.
- Excellent organizational abilities and a solid aptitude for mathematics.
- Willingness to travel occasionally.
Preferred:
- Experience in commercial insurance and financial services.
- Demonstrated success in internal sales and relationship management.
Eligible employees may receive a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401k plan. Additional benefits may include vacation days, sick leave, and paid holidays.
AFCO Insurance Premium Finance is committed to a diverse workforce and is an Equal Opportunity Employer, ensuring no discrimination based on race, gender, religion, or other protected classifications.
