Opportunity Description
Join CMB as a Personal Lines Account Leader and take charge of customer account management and growth. This position focuses on building lasting relationships and supporting your team.
As an Account Leader, you will manage all aspects of customer interactions, from renewals to up-selling insurance products. Under the guidance of Service Supervisor, you will ensure customer satisfaction and maintain the integrity of account data. Your mentorship will be vital for developing your team's skills and success.
Key Responsibilities:
• Maintain proactive relationships with key account stakeholders
• Oversee renewal activities and timely customer updates
• Perform annual coverage reviews and necessary checklists
• Assist in financial transactions and account reconciliations
• Mentor and train Customer Service Representatives
Requirements:
• Licensed Insurance Agent (Level 1 or 2)
• 3-6 years in commercial insurance...
As an Account Leader, you will manage all aspects of customer interactions, from renewals to up-selling insurance products. Under the guidance of Service Supervisor, you will ensure customer satisfaction and maintain the integrity of account data. Your mentorship will be vital for developing your team's skills and success.
Key Responsibilities:
• Maintain proactive relationships with key account stakeholders
• Oversee renewal activities and timely customer updates
• Perform annual coverage reviews and necessary checklists
• Assist in financial transactions and account reconciliations
• Mentor and train Customer Service Representatives
Requirements:
• Licensed Insurance Agent (Level 1 or 2)
• 3-6 years in commercial insurance...
Interested in this opportunity? Apply now through Expertini.
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