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Insurance Client Manager
2 months ago
We are seeking a detail-oriented and process-driven Client Manager to join our team at Reseco Insurance Advisors, LLC. As a Client Manager, you will be responsible for delivering strategic solutions to our clients and working closely with our team to meet their needs.
Key Responsibilities- Anticipate and work with your team to deliver strategic solutions to our clients.
- Present to prospects the results of due diligence and forward strategies alongside the advisor.
- Assist the service team to prepare all documents needed prior to the final renewal presentation.
- Monitor and respond to client requests.
- Develop, monitor, and complete stewardship based on agency revenue.
- Cultivate and develop internal continuing education of Assistant CMs and Coordinators.
- Identify and address all coverage concerns of carriers and clients.
- Communicate with clients and client stakeholders for gathering all pertinent information needed for accurate renewal negotiations and pricing, collaborating with the Reseco Team.
- Collaborate with the marketing team for review and finalization on the accuracy of renewal presentation documents.
- Several years of experience in managing insurance clients.
- Strong problem-solving skills and process-driven approach.
- Ability to work with clients on a daily basis.
- Ability to work well in a team environment.
- CIC or CISR certification would be a great addition.
- Compensation for the role is in the range of $50,000 - $80,000/annual.
- Unlimited PTO.
- Healthy bonus structure.
- Travel expenses.
- Employee Benefit Incentive dollars.
- Immediate eligibility in our 401k.
