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California Licensed Relationship Manager
A company is looking for a Relationship Manager. Key Responsibilities Serve as the primary contact for assigned clients to develop and maintain relationships Convert new business opportunities and identify cross-sell opportunities Provide strategic planning and risk management consulting advice to clients Required Qualifications Proven ability to pursue and close sales, including cross-selling Minimum 5 years of experience in a client-facing role with commercial lines accounts Active Property & Casualty Insurance license Strong knowledge of commercial insurance products and coverage analysis Basic MS Office skills and familiarity with relevant online tools
A company is looking for a Relationship Manager.
Key Responsibilities
Serve as the primary contact for assigned clients to develop and maintain relationships
Convert new business opportunities and identify cross-sell opportunities
Provide strategic planning and risk management consulting advice to clients
Required Qualifications
Proven ability to pursue and close sales, including cross-selling
Minimum 5 years of experience in a client-facing role with commercial lines accounts
Active Property & Casualty Insurance license
Strong knowledge of commercial insurance products and coverage analysis
Basic MS Office skills and familiarity with relevant online tools