Client Relationship Manager (CRM)

Diversified Insurance Industries
Hunt Valley, MD Full Time
POSTED ON 8/6/2024 CLOSED ON 9/4/2024

What are the responsibilities and job description for the Client Relationship Manager (CRM) position at Diversified Insurance Industries?

DEPARTMENT:

Commercial Lines

REPORTS TO:

Director of Operations

BASIC FUNCTION:

You will be responsible for maintaining and expanding our client base, and ensuring the highest level of service.

Diversified Insurance, a top workplace in 2023, is seeking a dynamic and experienced Commercial Insurance Client Relationship Manager to join our award-winning team. This role is pivotal in maintaining and expanding our client base, ensuring the highest level of service, and contributing to the overall growth of our company.


Key Responsibilities:

  • Develop and maintain strong relationships with a portfolio of commercial clients.
  • Understand client needs and identify new business opportunities within existing accounts.
  • Lead and manage internal team to deliver tailored insurance solutions that meet client requirements.
  • Manage the renewal process, ensuring timely delivery and client satisfaction.
  • Provide expert advice on risk management and insurance coverage.
  • Stay abreast of industry changes and communicate relevant updates to clients.

Qualifications:

  • Active and current P&C License.
  • Minimum of 4-5 years’ experience in commercial insurance and client relationship management handling mid to large size accounts.
  • Comprehensive knowledge of commercial lines coverages insurance products and industry market trends.
  • Proficiency with Applied Epic (preferred).
  • Excellent communication, negotiation, and presentation skills.
  • Proven track record of meeting and exceeding targets.
  • Proficient in Microsoft Office Suite.

We Offer:

  • Competitive salary with performance-based bonus.
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Opportunities for professional development and career advancement.
  • A supportive and inclusive workplace culture.
  • Potential hybrid position.

Join Diversified Insurance, where your expertise will be valued, and your career will flourish. Apply today and become part of a company that’s shaping the future of protecting what matters.


Diversified Insurance is an equal opportunity employer.

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