Apply Now
Associate Client Manager
Ref #:
123
Location:
S. California
Salary:
85,000 USD - 115,000 USD
Sector:
Banking
Type:
Permanent
Responsibilities
- Accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts that vary in size and have relatively simple to moderately complex needs.
- The total revenue associated with the group of accounts is typically less than CSO revenue benchmark expectations.
- Successfully and profitably manages an assigned group of accounts.
- Builds and solidifies relationships with existing clients by providing exceptional ongoing care.
- In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner.
- Secures existing business and drives the sale of additional services and lines of coverage.
- Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers.
- Supports one or more Producers and/or Account Executives and is the first line of contact when the Producer or Account Executive is not available.
- Coordinates appropriate resources to address the client's risk management needs.
Qualifications
- Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience
- Proficiency in Microsoft Office
- Solid financial acumen
- Behaviors: Proficient in using technology as a tool to maximize productivity and quality
- Strong written and verbal communication skills
- Comfortably engages others in consultative discussion.