Client Relationship Manager

2 months ago


Ponca City, Oklahoma, United States Loomis Insurance Agency Full time
Job Overview

Loomis Insurance Agency is seeking a dedicated Client Relationship Manager to enhance our support for clients in the Central Kansas region. This position offers the flexibility of working remotely while requiring occasional travel to meet with clients.


Compensation and Benefits

Competitive Base Salary with Performance Bonuses

Remote Work Flexibility

Comprehensive Health Coverage

Dental and Vision Insurance

Retirement Savings Plan

Paid Time Off for Holidays


Key Responsibilities

• Cultivate and maintain robust relationships with current clients

• Facilitate the onboarding process for new clients

• Conduct annual reviews of client risks

• Engage with clients regarding claims, risk management, and safety concerns

• Oversee the renewal process for client policies, including meetings and resource distribution

• Collaborate with Risk Advisors to assess client needs and recommend suitable products and services

• Educate clients on current offerings and promote new solutions based on their needs

• Partner with agency staff to deliver prompt and friendly customer service

• Provide assistance and follow-up on claims with clients and insurance carriers

• Act as a liaison between clients and carriers, ensuring that client concerns are addressed thoroughly


Qualifications

• Integrity and Confidence

• Strong Oral and Written Communication Skills

• Team Player

• Self-Starter with a Proactive Approach

• Commitment to Continuous Learning

• Adaptable and Flexible

• Strong Organizational and Time Management Skills

• Experience in Customer Service (Preferred)

• Background in Insurance or Risk Management (Required)

• Active Kansas or Oklahoma Property/Casualty Producer License (Preferred)



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