Commercial Relationship Manager at United Community Bank focusing on developing client relationships and managing commercial banking services. Responsible for business acquisition and ensuring financial health of client portfolios.
About the role
- Account Manager for NFP's Personal Risk Group responsible for client account management and maintaining client relationships. Collaborating with advisors and handling renewals and marketing processes.
Responsibilities
- Works proactively to maintain relationships with carrier and client contacts.
- Lead client meetings for accounts assigned to them.
- Responsible for managing the renewal and marketing process from start to finish.
- Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures.
- Responsible for keeping client policy records in the agency management system.
- Servicing existing book of business; current book is approximately 400 accounts with 2M total premium.
- Retention and rounding-out of book is required.
Requirements
- More than 3 years of client service and Personal Risk/Affluent Personal Lines experience
- Experience with California Fair Plan and working with short-term rental policies is a plus
- EPIC agency management system experience preferred
- HS Diploma or equivalent is required; additional education and/or related training is preferred
- A P&C Insurance License is required upon hire.
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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