Commercial Lines Relationship Manager

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Cultivate and enhance client relationships for a designated portfolio of business.

• Expand the portfolio through organic growth.

• Seek and secure new business and cross-selling opportunities.

• Maintain current accounts while ensuring high retention rates and client satisfaction.

• Offer strategic planning and risk management consulting advice.

• Suggest suitable insurance solutions throughout client engagements.

• Recognize cross-selling opportunities to boost team and company profitability.

• Promote new and renewal policies to insurance carriers.

• Create referral opportunities and establish centers of influence.

• Design and present client proposals, presentations, advocacy reports, service plans, and timelines.

• Oversee service requests in collaboration with the Assistant Relationship Manager and Service/Processing Centers.

• Act as a liaison between carriers and clients concerning complaints, claims, and issues.

• Keep thorough documentation of client activities in AMS360.

• Address phone and email inquiries promptly.

• Engage in special projects and assist in the development and execution of company policies and procedures.

• Attend seminars, training sessions, carrier meetings, and ongoing education programs.

• Stay updated on industry trends through trade publications and training sessions.

⛳️ Requirements

• Demonstrated ability to pursue and complete sales, including cross-selling and building a book of business.

• At least 5 years of experience in a client-facing position managing accounts of various sizes.

• Valid Ohio Property & Casualty Insurance license.

• In-depth knowledge of commercial insurance and its products.

• Capability to apply knowledge of coverage forms in the assessment of program design.

• Skill in identifying coverage gaps and offering ongoing coverage advice.

• Basic proficiency in MS Office applications.

• Familiarity with pertinent online tools.

• Must fulfill state insurance licensing requirements.

• Must not have been disqualified or barred from obtaining a license.

• Must not have been restricted from conducting insurance business under Title 18 U.S. Code §§1033 and 1034.

🏝️ Benefits

• Competitive overall compensation.

• Comprehensive benefits package.

• Generous paid time off and holiday leave.

• Opportunities for continued education.

• Company-sponsored wellness initiatives.

• Programs for stress management.

• Community engagement initiatives.