
Insurance Relationship Specialist
16 hours ago
Insurance Account Manager: Key Responsibilities and Job Overview
Key Qualifications and Responsibilities:
- Account Management: Manage client relationships, ensuring insurance needs are met with tailored solutions. Build and maintain strong relationships with clients to ensure satisfaction and long-term loyalty.
- Policy Management: Review and manage existing insurance policies to ensure they meet client needs; assist with policy renewals, amendments, and endorsements.
- Sales and Business Development: Collaborate with sales teams to develop new business opportunities; cross-sell additional products or services to existing clients.
- Administrative Support: Maintain accurate and up-to-date records of client interactions, policy details, and transactions.
Job Description:
We are seeking an experienced professional to serve as the primary point of contact for clients, addressing inquiries, concerns, and requests promptly. This role focuses on building and maintaining client relationships, managing accounts, and providing exceptional service while supporting sales and business development efforts.
Required Skills and Qualifications:
- Strong Communication and Interpersonal Skills: Serve as the primary liaison between the company and clients.
- Problem Resolution: Handle complex client issues and provide effective resolutions in a timely manner.
- Policy Knowledge: Assist with policy renewals, amendments, and endorsements.
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