Client Relationship Manager – Banking & Investments
Bank of America
Account Manager II, Commercial Lines
HUB International
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Facilitates positive and effective relationships with clients and insurance carrier staff
- Acts as the point-of-contact for larger, more complex property accounts
- Manage the entire account-service process
- Market to carriers
- Prepare quotes and proposals
- Prepares/presents proposals to clients
- Participates in client meetings/presentations with Producer(s)
- Oversees the processing of enrollments/changes/terms
- Maintains renewal controls on expirations and binders
- Responds to/resolves escalated client issues
- Check policies/endorsement/audits for accuracy
- Coordinates premium financing and the collection of premiums
- Maintains accurate and organized account files
Requirements
- Hold a high school diploma/GED (college degree strongly preferred)
- Have at least 5+ years of related commercial lines insurance experience
- Managing the risks for construction clients
- Are currently licensed in good standing
- Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization
- Demonstrated presentation skills
- Demonstrated oral and written communication skills
- Have the confidence and demeanor to effectively interact with all levels within the organization
- Are computer literate - Microsoft Office Suite and Outlook
