2821 relationship manager jobs found

Conifer Holdings, Inc. is a Michigan-based property and casualty holding company.  Through its subsidiaries, Conifer offers specialty insurance coverage, marketing through independent agents in all 50 states. The Company is traded on the Nasdaq Global Market under the symbol CNFR. Our Marketing Department is seeking a Cannabis Program Sales Manager to join our team. The Cannabis Program Sales Manager is the central liaison for the company with partner agencies across the organization. This role is responsible for driving revenue, profitability, growth and awareness of Conifer’s cannabis program through key partner agencies and the development of new agency relationships. The Cannabis Program Sales Manager will have direct day-to-day contact with the agency force and is also responsible for educating agents on the products and resources available to them. This role will be primarily responsible for supporting our distribution on a national scale (excluding Michigan)....

Under general supervision and with independent judgment, is responsible for agency management, underwriting, portfolio management and customer relations for the profitability and growth of an assigned territory through a network of independent agents. Essential Duties and Responsibilities: 1. Performs Underwriting duties, particularly regarding new business, including: a. Reviews and evaluates insurance applications within defined authority. Approves, modifies or declines risks. b. Communicates with agents and internal staff to collect necessary information to perform risk assessment. c. Determines need for placement of reinsurance, if necessary. d. Maintains profitable business in territory through proper selection, pricing, and monitoring of business. e. Maintains thorough and complete file documentation, logically outlining details and account decisions. f. Knows and applies underwriting concepts including risk selection, exposure and hazard identification and control,...

JOB DUTIES: Track all renewals, schedule potential marketing activity, and coordinate with Account Manager and Producer Prepare analyses in accordance with client service calendar financial meetings (e.g., post renewal, mid-year review, pre-renewal, renewal). Analyses may include but are not limited to: Market review analysis Renewal rate and funding projections and modeling Analysis of claims utilization Rate and contribution analysis Benchmarking Financial funding analysis (e.g., fully insured vs self-funded) IBNR and claims lag analysis Review and interpret data to develop alternative strategies, plan modeling and cost reduction opportunities. Technical analysis of group insurance contracts and financial arrangements. Request applicable claims reports. Consult with Account Manager and Producer on a quoting or negotiation strategy.  If quoting is...

Job Duties: Work with producers on commercial accounts to service current customers as well as establish relationships with new customers.  Serve as the main point of contact on non-producer size accounts. Essential Duties and Functions: Servicing of commercial accounts Market and the renew existing accounts. Assist Producer in marketing new and renewal of larger accounts Monitoring and working reports: Follow ups, Expiration, Backward Expiration and Aged Receivables Assisting in the formulation of Department procedures Back up to other CSRs Assist in training staff Claims Other duties as assigned   Competencies: Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently. Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new...

Job Summary: A n ambitious and entrepreneurial insurance agency growing rapidly in Michigan looking for a highly motivated individual to join our team as a Commercial Lines CSR – Account Manager. Attention to detail and superior customer service is a must. Agency represents a premier group of insurance companies which enables you to provide multiple quotes for your clients to meet their insurance needs at a competitive price. Retain current clients by proactively recognizing client needs and providing advanced solutions. We believe that we operate best as a team. ESSENTIAL FUNCTIONS Manage renewal and new business quoting Develop and maintain strong carrier and client relationships Assist clients in reporting claims Perform insurance policy, coverage, and exposure reviews Identify and assist in developing cross selling opportunities Pursue a program for personal and professional development Perform projects and tasks as assigned...

The Roots Insurance Agency is looking for our next Account Manager to join our growing team!  Account Managers are responsible for placement and analysis of insurance coverages. They are also responsible for maintaining carrier/underwriter relationships. The Roots is a boutique independent agency located in Troy with strong relationships in the business community. Essential Duties and Responsibilities The Account Manager’s primary responsibilities include, but are not limited to: Providing superior service to clients by answering insurance related questions and discussing product offerings Assisting with new business production, including but not limited to new client information   intake and quoting Review and understand insured’s operations and exposure to risks Work with producers to provide adequate insurance to value on property, satisfy co-insurance requirements, classify exposures, and make coverage recommendations Follow up...