Client Relationship Manager

4 weeks ago


San Francisco, California, United States The Juris Agency Full time
About the Opportunity

Symphony Risk Solutions LLC is a next-generation, full-service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.

We are seeking an experienced Account Executive to join our team and help us deliver exceptional customer service to our clients. As a key member of our team, you will have the opportunity to work on large Multi-family and Commercial retail and office portfolios.

The ideal candidate will be self-motivated, have a strong work ethic, and excellent communication skills. If you are a motivated individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Manage client accounts ranging from middle market to Fortune 1000
  • Analyze risk and communicate assessments to clients and colleagues
  • Provide organized and error-free renewal comparisons/summaries/new business proposals/presentations and other work products
  • Process requests for certificates of insurance and premium finance agreements
  • Make periodic service calls for designated accounts

Requirements:

  • Bachelors degree required (associate degree and significant industry experience will be considered in lieu of a bachelors degree)
  • 5 years or more of relevant industry experience
  • Able to effectively listen, understand, and communicate by telephone and in person

Benefits:

  • Salary Range: $60,000.00 - $150,000.00 per year
  • Health Insurance
  • Paid Time Off
  • 401(k) with employer matching


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