Client Relationship Manager

2 weeks ago


San Diego, California, United States Crest Insurance Group Full time
Job Overview

Crest Insurance Group, a prominent insurance agency with a national reach, is seeking a dedicated professional to fill the role of Account Manager - Personal Lines. This position is ideal for individuals who are eager to leverage their problem-solving abilities in a vibrant insurance setting.

As an Account Manager, you will play a crucial role in assisting clients to obtain optimal insurance coverage tailored to their personal requirements. You will collaborate with a team of enthusiastic professionals committed to delivering outstanding customer service.

Your Responsibilities

  • Evaluate client needs and recommend appropriate insurance policies.
  • Ensure high levels of customer satisfaction through effective communication and support.
  • Utilize technology tools such as EPIC and EZLynx to enhance operational efficiency.
  • Build and maintain strong relationships with clients and insurance underwriters.

Qualifications for Success

To thrive in this role, candidates should possess:

  • A Bachelor's degree and a minimum of 3 years of relevant experience, or a High School diploma with at least 5 years of related experience.
  • A valid Resident P&C License.
  • Preferred: Professional Designation (CISR).

Exceptional interpersonal skills, a strong customer service orientation, and effective communication abilities are essential for fostering long-term client relationships. The ideal candidate will have a comprehensive understanding of the insurance products and services offered by Crest, along with a proactive mindset towards problem-solving.

Why Crest Insurance Group?

At Crest, we prioritize a workplace culture that emphasizes integrity and enjoyment. We offer a comprehensive benefits package, including Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, and Paid Time Off, along with opportunities to engage in community support initiatives.

Crest is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.



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