Insurance Service and Retention Manager
Core
Leads forward-facing insurance colleagues responsible for service and sales support for Commercial Property and Casualty (COM) business lines, driving client retention and managing team activities.
Role type
Senior management team lead for insurance service and retention
Builds
Client retention strategies and sales support for Commercial P&C business lines
Domain
Insurance (Commercial Property & Casualty)
Deliverable
client delivery
Required skills
Commercial P&C business line expertise, team coaching and development, client relationship management, sales support and prospecting, issue resolution and escalation handling, strategy execution, process improvement, regulatory compliance knowledge
Preferred skills
Industry education and designations in Commercial P&C, Employee Benefits, or Personal Lines P&C, ability to manage hybrid in-person and remote teams
Technologies
Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Coach colleagues on client care best practices and sales growth tactics; Mentor and motivate team to achieve high performance; Partner with sales on client acquisition and retention; Drive client retention efforts and handle client issues and escalations; Execute client sales and retention strategies; Ensure colleagues follow established procedures and compliance requirements
Seniority
Senior, hands-on management