Client Relationship Manager
Current- Manage account team of 6 and project manage activities of the team to deliver integrated service experience for each client. - Work with various insurance funding arrangements, including community and experience rating, self-funding, and captives. - Facilitate mid-year meetings to provide pre-renewal estimates and financial performance reviews. Deliver executive-level presentations and communications to key decision makers and individual policyholders.- Manage book of business, including 25 to 30 of the agency’s largest accounts, delivering $1M in revenue to the agency per year. - Consult with accounts of 100 to 1,500 employees regarding group employee benefits.- Cultivate positive relationships with clients, consistently retaining 95% of accounts.- Coordinate renewal process with account team, including negotiating premium rates, comparing insurance carriers, evaluating new lines of coverage, and providing financial performance analysis. - Promoted to the highest account management position for exhibiting outstanding performance.