Client Relationship Manager

Job Description: Ensuring renewal notices are issued to clients in a timely manner Using the Renewal CRM to manage policy allocations Following up with clients regularly, ensuring they have received the renewal documents and that the renewal of the policy is processed in a timely manner Offering alternative options to clients in case they are unhappy with the current policy, while making them aware of the pros and cons of changing insurance providers (pre-existing conditions, waiting periods, etc.) Expediting the resolution of clients’ problems and complaints Coordinating with the Administration team for the processing of renewals, applications, and paperwork up until the completion of payment Independently organizing midterm campaigns for the assigned portfolio of clients to generate referrals Maintaining strong knowledge of internal tools (Outlook, Yellow Sheets, CRM, MO, etc.), following their associated procedures, and efficiently utilizing them to achieve the highest possible customer retention Constantly building and maintaining an understanding and knowledge of insurance companies’ products and services, and being able to identify and compare their advantages, pitfalls, and selling points Coordinating with the New Business, Corporate, and Claims teams when required

Requirements: Proactive and service-oriented with a can-do attitude Sales driven, positive and results-oriented Excellent interpersonal and communication skills BCP, PGI, ComGI and HI certifications are required for licensing