Integration Lead/Senior Lead managing acquisition integrations for Salesforce's Global Partnerships M&A team. Collaborating with stakeholders to drive business transformation and integration strategies.
About the role
- Commercial Lines Client Relationship Manager ensuring high-level service and client satisfaction at Diversified Insurance. Building client relationships and supporting the renewal marketing process in a hybrid model.
Responsibilities
- Build and maintain strong client relationships
- Deliver customized and standardized analysis reports
- Serve as the primary strategic point of contact for assigned clients
- Support renewal marketing process and develop communication schedules
- Monitor and manage accounts receivable
- Collaborate with internal and external resources on behalf of clients
- Participate in client meetings and coverage reviews
- Adhere to compliance standards and exercise sound judgment
Requirements
- Deep expertise in commercial lines insurance
- Comprehensive knowledge of diverse coverage options and risk management strategies
- Thorough understanding of the insurance industry ecosystem
- Commitment to ethical, result-driven business practices
- Proficient in computer operations and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Experience using agency management systems
- Strong client and relationship management abilities
- Excellent time management skills
- Clear and effective verbal and written communication skills
- Solid grasp of insurance-related arithmetic
- Develop expert-level proficiency in Applied Epic
Benefits
- Health, Dental, Vision insurance
- Retirement plan
- Paid time off
- A 35-hour workweek
- Weekends off
- Ability to choose a hybrid work schedule after 90 days
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