Relationship Manager – Wealth Management
Vanguard
Commercial Account Manager
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Sugar Land • Louisiana, Oklahoma, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Coordination of projects across Enterprise
- Develop and maintain client relationships in an assigned book of business to retain and cross-sell policies.
- Consulting with clients and prospects regarding their total cost of risk
- Provide solutions to clients and prospects to address their business and insurance issues, and prepare capabilities presentations
- Cross-sell identification and coordination
- Responsible for client retention, with goals to be set annually
- Oversee renewal timeline
- Work closely with market underwriters on review and negotiation of quotes, including coverage, pricing and commissions
- Review and proof of proposals
- Coordinate client onboarding
- Assist CSRs on service-related tasks occasionally
- Identify and leverage all marketing resources to include direct carrier appointments, wholesalers/brokers and Acrisure resources
- Identify, develop, and execute best practices with operational processes and procedures, including implementation and training
- Assist in divisional/departmental/agency growth by fostering relationships with prospects, carriers and internal sources
- Monitor weekly/ monthly renewal reports in order to assure completion and compliance with agency standards
- Attend all carrier & team meetings
- Perform other duties as required and or assigned
Requirements
- Excellent project management and time management skills
- Ability to read and interpret documents such as insurance policies, endorsements, contractual insurance requirements, certificates of insurance and loss runs
- Ability to effectively communicate in both verbal and written formats with external and internal people and groups
- Knowledge of business English, to include proper spelling, grammar, and punctuation
- Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels
- Ability to follow instructions in verbal and written format
- Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
- Excellent skills in reliability, initiative, and stress tolerance
- Ability to perform in a professional appearance and manner
- Competent and proficient understanding of the Microsoft Office suite
- General working knowledge of Microsoft SharePoint and Power Apps, workflow engines and other software platforms.
- Property and Casualty license required
- 5+ Years of experience in Property & Casualty Insurance in an agency setting
- High School diploma or equivalent
Benefits
- Competitive compensation
- Flexible vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- … and so much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementtime managementinsurance policy interpretationcontractual insurance requirementsproposal reviewclient onboardingoperational processesbest practices implementationcross-sellingclient retention
Soft skills
effective communicationrelationship buildingreliabilityinitiativestress tolerancemoral characterhonestytactfairnessdesire to help
Certifications
Property and Casualty license
