Insurance Relationship Manager
1 week ago
**About the Role**: We are seeking a highly skilled Insurance Relationship Manager to join our team at First MainStreet Insurance, L.C. As an Account Executive with us, you will be responsible for maintaining client relationships while generating new business opportunities and achieving sales targets.
**Key Responsibilities:**
- We require effective communication skills to interact with clients, underwriters, and co-workers both in writing and verbally to achieve desired results.
- You will round out existing accounts by proactively selling additional coverages or policies.
- Discuss/coordinate renewal strategy with client.
- Review renewals 90-120 days prior to renewal and request necessary updates from the client and changes with carrier and/or remarket account.
- Complete onboarding/integration plans for new business.
- Assist in monitoring of service plans.
- Analyze new business prospects with program structure & market selection.
- Rtain clients by maintaining a solid High Performance Team (HPT) structure.
- Accurately maintain prospects, new, and renewal business in the agency management system (EPIC) to allow for proper analysis of trends when gaining or losing business.
- Complete exposure risk analysis and stewardship reporting.
- Coordinate proposal presentations to clients.
- Research and answer coverage questions and make recommendations from/to clients; prepare any supporting documentation.
- Negotiate with both insurance company underwriters and clients to obtain the best outcomes for all parties involved.
- Increase industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offerings.
- Travel or visit clients when necessary.
- Maintain confidentiality of client and carrier information.
**Requirements & Skills:**
- Proven experience in an account executive role, customer relationship management, or sales.
- Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment.
- Expectation to become licensed in 90 days.
- Proficient in utilizing service management software and tools like EPIC.
- Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels.
- Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously.
- Knowledge of the insurance industry terminology and documentation.
- Ability to collect, analyze, and interpret insurance-related data.
**Additional Information:
The estimated annual salary range for this position is $60,000-$100,000 based on location and experience. This figure may vary based on your qualifications and performance. At First MainStreet Insurance, L.C., we offer competitive benefits packages including health, dental, and vision insurance, as well as retirement savings options.
This is a full-time position requiring strong work ethic and dedication to delivering exceptional results. If you have a passion for building lasting client relationships and driving business growth, we encourage you to apply for this exciting opportunity.
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