Senior Account Manager - Personal Lines

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Description

WHO WE ARE

Relation Insurance is a leading, 十大赌博靠谱网络平台是一家创新的公司,致力于追求卓越,并热衷于为客户提供尖端的解决方案. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, 十大赌博靠谱网络平台正在寻找优秀的人才加入十大赌博靠谱网络平台的团队,为十大赌博靠谱网络平台的持续发展和成功做出贡献.


WHAT WE’RE LOOKING FOR

高级客户经理作为客户的主要十大赌博靠谱网络平台人,对客户满意度负责. 这个职位的人被期望持续地为客户提供优质的客户服务, 同时在组织内代表客户的需求和目标,以确保质量. In addition, 高级客户经理将与客户建立关系,鼓励新的和重复的商业机会. 高级客户经理需要在与客户的所有互动中树立专业的公司形象, insurance carriers, coworkers and others. 支持的级别取决于客户的规模以及帐户的复杂性和收入. Responsible for managing a large volume book of up to $1 million+.


A GLIMPSE INTO YOUR DAY

  • Builds, 扩展和巩固与现有客户的关系,并引导适当的资源来解决客户的风险管理需求.
  • 全面了解客户的业务战略重点, and comfort level to risk.
  • 了解客户在十大赌博靠谱网站平台方面的不足,并与他们协商,以确保他们得到充分的十大赌博靠谱网站平台,以限制任何风险.
  • 分析个人账户并根据个人风险特征做出决策, exposure analysis, hazard recognition and control.
  • Demonstrates technical competency and creates innovative solutions.
  • Communicates and captures the value that Relation brings to client.
  • 确保现有业务并推动额外服务和十大赌博靠谱网站平台的销售.
  • Visits clients independently and leads client discussions.
  • 开发和分析跨业务线的项目和覆盖范围. 在需要时,与团队成员一起向客户提出新的业务或更新建议.
  • 准备和协商费用,确保以价值为基础的服务范围和与客户服务协议相关的成本的客户盈利能力.
  • 收集新业务或更新信息,以完成申请和相关文件,提交给适当的十大赌博靠谱网站平台市场.
  • Prepares account summaries, as required.
  • 与索赔和损失控制专家一起协调损失分析和损失控制活动.
  • Delivers documents to insured as needed.
  • 参加技能和知识发展的研讨会和课程.
  • 让生产者充分了解他们账户上的所有重要活动.
  • 管理管理/服务协议,确保提供服务并满足最后期限.
  • Must adhere to pertinent laws, regulations, 关系的合规实践和外部合规要求.
  • 检查取消并确定取消请求的原因,并尝试保存帐户, as appropriate, while maintaining the agency’s financial equity.
  • Assures policies are accurate and renewed in a timely manner.
  • Special projects and other duties as assigned. 

Requirements

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

  • 必须持有住所国颁发的财产和意外事故许可证.
  • High School Diploma, College degree preferred.
  • 7年以上十大赌博靠谱网站平台行业工作经验,重点关注个人十大赌博靠谱网站平台项目.
  • CPCU和/或注册十大赌博靠谱网站平台顾问(CIC)资格,优先考虑.
  • 深入了解个人产品线的各个方面.
  • 对风险管理和损失控制有深入的认识和理解.
  • 需要出色的人际交往和沟通技巧来维持与客户的有效关系, co-workers, carriers, vendors and others.
  • 熟练使用Office办公软件(主要是Excel, PowerPoint和Word). 必须精通电脑并能学习新的软件应用, 比如在线福利登记项目和十大赌博靠谱网站平台公司登记网站.
  • Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
  • Must have a valid driver’s license, 能够出差到客户现场,有可靠的交通工具.
  • Self-managed and responsible for project and time management.
  • Customer focused, high integrity, excellent work ethic.
  • Willingness to adhere to all principles of confidentiality.
  • Ability to work independently and as part of a team.

WHY CHOOSE RELATION?

  • Competitive pay.
  • 十大赌博靠谱网络平台健全的福利计划,包括家庭健康计划,提供安全健康的工作环境, 401K, employee assistance programs, paid time off, paid holidays and more.  
  • Career advancement and development opportunities.
  • 有偿培训和继续教育,以获得/维持您的十大赌博靠谱网站平台执照.

Note: 以上内容并不包括完整的职位描述. 


Relation Insurance Inc. 为所有雇员和求职者提供平等的就业机会,禁止任何形式的歧视和骚扰,不分种族, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.


The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. 所披露的范围估计值未根据与可能填补该职位的地点相关的适用地理差异进行调整. At Relation, 对于一个人来说,通常不会因为他们的角色而被雇佣到最高或接近最高的薪酬范围,而薪酬决定取决于每个案例的事实和情况. 对当前范围的合理估计已在本文中提出. 


你也可能有资格参加一个年度奖励计划, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.