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Client Relationship Manager
2 months ago
Role Summary: The Client Relationship Manager is responsible for overseeing assigned client accounts and supporting the Sales Executive's portfolio by delivering exceptional service and fostering client relationships. This role is essential in ensuring client satisfaction and retention while allowing the Sales Executive to focus on generating new business opportunities.
Key Responsibilities:
- Independently manage service timelines for assigned accounts, ensuring proactive communication with clients to schedule necessary appointments.
- Utilize available tools and resources effectively to enhance service delivery.
- Oversee the renewal process in accordance with agency standards.
- Maintain accurate documentation and task updates using the designated management system.
- Build and nurture strong relationships with clients through regular engagement.
- Facilitate Open Enrollment and client meetings, ensuring all documentation is reviewed for accuracy.
- Prepare comprehensive account summaries as needed.
- Deliver policies and related documents to clients in a timely manner.
- Stay informed on industry changes, including rates and coverage updates.
- Keep Sales Executives and management informed of significant account activities.
- Expand accounts by quoting additional lines of coverage not currently held.
- Refer clients to other divisions within Marshall + Sterling Inc. as appropriate.
- Maintain necessary professional certifications and participate in ongoing education programs.
- Foster a collaborative and professional relationship with colleagues.
- Communicate any issues to management to ensure high-quality customer service.
- Adhere to established policies and procedures to mitigate risks.
- Report any potential claims promptly and maintain confidentiality regarding all client and agency information.
- Perform additional duties and projects as assigned.
Qualifications:
- Preferred: College degree; required: High school diploma or equivalent.
- Current pursuit or possession of an insurance-related designation.
- Proficient in Microsoft Office applications.
- Essential knowledge of group benefits and insurance products.
- Valid state insurance licenses and commitment to continuing education.
- Motivated by commission-based compensation structure.
- Ability to work collaboratively and professionally with diverse individuals.
- Strong communication skills and attention to detail.
- Valid driver's license with a satisfactory driving record.
Marshall + Sterling Inc. is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
The offered salary will be determined based on various factors, including the candidate's relevant experience and education.
