Channel Partner Manager responsible for building and scaling partner relationships with financial institutions in the fintech industry. Drive revenue through client referrals and partnership agreements.
About the role
- Associate Account Manager in a fintech leader managing client relationships and insurance strategy. Performing daily tasks related to client service and insurance marketing under supervision.
Responsibilities
- Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision.
- Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.
- Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
- Respond to client inquiries, incoming mail, and company request needs on a timely basis.
- Supports and informs coverage plans as necessary.
- Insurance marketing and sales.
- Collect renewal data on assigned accounts.
- Claims support.
- Review new/renewal policies and endorsements to insure items were received as ordered.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
- Document all activities in agency management system (Applied Systems / EPIC)
- Understand and utilize upload, download and interface technology.
- Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers
- Maintain knowledge of policy provisions and any changes in these provisions
Requirements
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
- Strong organizational skills- ability to prioritize and be proactive.
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
- Applied Systems / EPIC experience a plus.
- High School diploma required, Associate Degree or higher preferred. CPCU or special training course completion a plus.
Benefits
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
Job title
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Experience level
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