Top 6 Relationship manager Jobs in Macon, Mo

Client Relationship Executive - Southwest Missouri
James Greene & Associates —Missouri
- $50,000 - $60,000 a year
- Weekends as needed
- Remote
- Computer literacy
- Writing skills
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
7d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Senior Customer Relationship Manager
Jack Henry & Associates —United States
- $75,000 - $95,000 a year
- Full-time
- 6 years
- Research
- Office

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Relationship Manager – Private Wealth & Tax Solutions
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Client Relationship Executive - Southwest Missouri

James Greene & Associates -
Missouri

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Professional development assistance
Flexible schedule

Qualifications

Computer operation
Managing customer accounts
Customer relationship building
Writing skills
Account development
High school diploma or GED
Managing clients in a customer support role
Sales presentations
Cross-selling
Driver's License
Client retention
Computer skills
Presentation creation
Insurance sales
Account management
Sales follow-up
Negotiation

Full Job Description

Job Summary:

The Client Relationship Executive will exercise independent judgment and discretion to perform the essential duties of this position which includes assisting the Agents in servicing a book of business and performing work directly related to the general business operations of the agency.

Essential Functions:

Actively support and incorporate company mission and core values into daily work activities
Maintain a positive and respectful attitude with agency clients, potential clients, and other professional third-party contacts
Work as a team member to achieve department goals and overall company goals
Demonstrate positive customer service skills with effective communication, respect and integrity
Maintain confidentiality of all information related to clients, customers, carriers or, as appropriate, other confidential business information
Consistently report to work on time prepared to perform duties of position
Demonstrate leadership skills and continually lead by example
Perform office work directly related to the general business operations of the agency which includes exercising discretion and independent judgment with respect to managing client accounts
Independently contact small, medium, and large-size accounts for renewals and upselling policies
Recommend appropriate coverages and binding of sales where required
Works independently as well as with account, agency and corporate staff to rehabilitate accounts with poor claims experience
Uses own strategies to plan travel schedule to visit with customers considering factors such as location, amount of annual premium, requests from underwriting, proximity to other accounts, etc.
Builds relational ties with customers
Lead appointment setting efforts on behalf of the Agents including cold calling potential clients in some circumstances
Participate in special projects such as seminars
Handle in-bound telephone calls of all types
Perform functions on agency management system proficiently and assist others
Take calls from clients requesting changes, process change requests and report to the insurance carrier
Initiate or respond to questions pertaining to invoicing and billing
Review renewal policies for accuracy
Lead efforts to assist clients in the claims process and support where required
Create APEX drawing documentation for remittance and support of Agent
Complete Site Visits with documentation of existing risk issues
Provide support for Agent/Client Relationship Executive client renewal meetings
Works independently as well as with the other Customer Service staff and Agents to do routine service and make policy change requests on all accounts
Properly handle any generated documents from the insurance carrier or requests within delegated authority
Participate in continuing education courses to maintain all valid insurance licenses
Conform to all agency policies, procedures, and guidelines including appropriate documentation retention for E&O prevention
Position Requirements:
Possess a supportive and responsive manner with customers
Possess high school diploma or equivalent
Hold a property/casualty Producer’s license preferred
Ability to perform multiple tasks in complex working environment accurately and efficiently
Valid driver’s license with no more than 1 minor violation in the past 3 years
Possess above average computer knowledge and skills
Make decisions independently using knowledge and experience
Writing a business letter
Building relationships with clients, including negotiating with customers, handling complaints, and handling difficult clients
Giving and taking criticism
Excellent verbal and written communication skills, including active listening, ability to guide client conversations, and effective questioning
Reading and understanding non-verbal cues
Managing time effectively including timely follow-up with clients
Working independently and being self-motivated
Dealing with stress
Combining speed with accuracy
Making clear and effective presentations
Selling the company’s products, developing and retaining accounts and cross selling accounts
Conducting building surveys
Working with on-line rating
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Ability to perform the essential functions of the position with or without reasonable accommodation
Sufficient mobility to work in and move about in a standard office setting
Sufficient hand, arm, and finger dexterity to operate a computer keyboard and other professional equipment
Ability to spend substantial time working on a computer, sitting and/or standing
Ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone
Ability to express and exchange ideas and to convey and understand detailed information accurately and quickly
Ability to read materials in either a printed format or on a computer screen
Ability occasionally to lift and move up to 25 pounds
Ability to travel as needed to perform the essential functions of the position
Ability to maintain attention to detail and complete work projects accurately in a short amount of time despite interruptions
Ability to maintain confidentiality and professionalism in all situations
High energy level and ability to handle stress-related situations on a daily basis.
Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job:
High pressured, fast-paced environment with significant telephone and personal disruption
Large number of multiple steps in complex system performed with accuracy and speed
Primarily a sedentary office classification in a fast-paced office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances
Frequent exposure to employees and others
May be required to drive and travel unaccompanied in diverse weather conditions
Individual will likely drive between 20,000 and 30,000 miles in a year
Will need to work evenings and weekends on occasion
The physical and mental requirements and working conditions described here are representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is designated as a safety sensitive position because it requires working with highly sensitive and confidential company and client information. Performing this job in a discreet and professional manner requires alertness at all times. Any lapse in attention could have a significant impact on the company and its clients.
The company reserves the right to change this job description and/or assign tasks for the employee to perform at any time, with or without notice, as it may deem appropriate. This document does not represent a contract of employment and is not meant to alter the at-will status of the employment in any way. To the extent that any provision of a written contractual agreement contradicts this job description, the provision of the contractual agreement will supersede the contradicting provision herein.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Remote

Quick Apply

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relationship manager jobs in macon, mo

Client Relationship Executive - Southwest Missouri

Relationship Manager – Private Wealth & Tax Solutions

Senior Customer Relationship Manager

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