Associate Client Relationship Manager
Bank of America
Account Manager – Employee Benefits
Acrisure
full-time
Posted on:
Location Type: Office
Location: Washington • Montana, Washington • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manages the overall team operations, client coordination, and customer service delivery.
- This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
- Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
- Assists Producers and Account Executives with Client service commitments.
- Ensures service standards are met, trends are identified, and process improvements are implemented on the team.
- Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
- Manages the new business and renewal process, as well as oversees day to day client changes.
- Accountable for client service delivery through: High and/or increased client retention, Rounding of accounts, Referrals and Uneventful renewals.
- Ensures pre-renewal information is sent out within service standard and follows up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes.
- Manages renewal marketing plan (if any) with Producers and Service Teams and ensures everyone on the team is aware of the plan, and the plan is executed.
- Creates accurate proposal/deliverable for the Producers and Service Teams to utilize at client renewal meeting.
- Reviews quotes for accuracy against supporting documents.
- Negotiates additional coverage/price with the underwriter.
- Quickly and accurately completes the renewal bind processes and checklist and ensures all aspects of the renewal are completed and documented within the file.
- Ensures that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
Requirements
- Current Insurance License in Property & Casualty and/or Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- Must be comfortable in an electronic environment with strong computer skills
- Strong working knowledge of Word, PowerPoint, and Excel
- Excellent people skills and ability to work well in a team environment
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Bachelor’s Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance processingclient service deliveryproposal creationrenewal marketing plannegotiationE&O documentationclient retention strategiesaccount roundingreferral managementrenewal bind processes
Soft skills
coachingteam coordinationtroubleshootingcommunicationorganizational skillsattention to detailclient relationship managementproblem-solvingprioritizationinterpersonal skills
Certifications
Insurance License in Property & CasualtyInsurance License in Health & Lifeprofessional designation
