Relationship Manager
Company: Bickle Insurance Services, LLC
Location: Brunswick
Posted on: April 19, 2024
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Job Description:
The Relationship Manager will advise personal lines clients on
insurance coverage that matches their needs. This individual will
be motivated to provide the right total account solution for each
client. Detailed work is a major function of the job, and a
faster-than-average pace is the norm. Attention to the standard
process is important to maintain a high level of value to the
client.
Responsibilities:
--- Manages inbound and outbound client requests. The position is
the personal insurance advisor for the client.
--- Identifies and communicates opportunities to the client
--- Manages, organizes, and conducts client meetings when
necessary.
--- Documents conversations with clients and carrier
representatives and updates Bickle Insurance's agency management
systems when necessary. Ensures the accuracy of the data in the
systems.
--- Attends industry-related continuing education training and
courses.
--- Performs other duties and projects as required
Qualifications:
--- Excellent listening, oral, and written English communication
skills.
--- Build and maintain relationships
--- Superior customer service and problem-solving skills
--- Open, flowing communication is important.
--- Position requires working with and through others.
--- Demonstrate proficiency with computer systems, including but
not limited to Microsoft Office
--- Ability to work in a fast-paced environment
--- Ability to type 50 words per minute
--- Ability to work in a team environment
--- Proven experience in a customer service role
--- High school diploma or equivalent
--- Willing to get licensed in required lines and states
About Company:
Work-Life Cohesion. Bickle Insurance is committed to a flexible
work environment with an open PTO policy and relaxed office
requirementsWe offer a variety of additional programs and services
to help meet the diverse needs of our employees, including, 401k,
Life and Disability Insurance, and health benefits (for eligible
employees)Skill development in an ever-changing industry. We are
committed to growing the knowledge and power of all team members of
Bickle InsuranceWe always work as a team and have active coaches to
support and develop your role
Keywords: Bickle Insurance Services, LLC, Euclid , Relationship Manager, Executive , Brunswick, Ohio
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