Rogers Buzzards Bay , MA 02542
Posted 4 days ago
RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you.
Position Summary:
The Senior Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management.
Principal Responsibilities:
Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone.
Reviews client exposures, loss experience along with current coverages and advices and counsels on complex risk exposures.
Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed.
Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection.
Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes.
Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Education, Experience, Skills and Abilities Requirements:
Holds appropriate Property and Casualty license.
Strong insurance knowledge of personal insurance and 3 to 5 years of industry experience, including: insurance company contracts, proprietary insurer systems, agency management system, company guidelines, and claim knowledge.
Strong personal insurance experience working with high net worth clients and prospects
Working knowledge of appropriate software preferred.
Strong presentation skills, both verbal and written communications.
Strong relationship building skills.
Intermediate to advanced knowledge of, including agency management software.
Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.
Committed to the community through volunteer work.
Special Working Conditions:
Fast-paced multi-tasking environment.
Flexible to travel as client and firm needs require.
Important Notice:
EEOC (STATEMENT):
#LI-JL1
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Rogers