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Client Relationship Manager

Client Services | Chicago, IL | Full Time

Job Description

Insureon is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and an unwavering commitment to serving our customers. We’ve become one of the most prominent companies in the Insurtech revolution by challenging conventional thinking and finding unconventional solutions to the industry’s problems. Our efforts have gotten attention, too – we’ve received awards from Entrepreneur Magazine (30th best privately owned company in 2016), Inc. Magazine (named one of the fastest-growing companies in 2014 and 2015), Insurance Journal (one of the Top 100 Property & Casualty Agencies in 2014, 2015, and 2016), Lexus Nexus (Most Innovative Insurtech award in 2017), and Crain’s Fast 50 in 2017.


Position Description:

  • Responsible for client retention and building relationships with key client personnel
  • Acquire a thorough understanding of client’s business, insurance objectives, and benefit program
  • Build & grow strong client relationships by educating customers on full product benefits & potential uses
  • Cultivates positive business relationships with clients and sales, sales development, sales research, graphic design and technical teams
  • Assists with internal strategic initiatives such as vetting out new processes and systems
  • Provide product training to customers across varying formats - including live classroom, one-to-one phone and group phone
  • Identify and implement efficiencies associated with business relationships and processes
  • Responsible for providing timely and professional day-to-day client service
  • Develop training processes & documentation that can be effectively replicated & scaled
  • Maintain up-to-date knowledge of product development initiatives and trends with the internal AMS
  • Technical and daily management of client relationship
  • Responsible for creating the operations of the department and aligning internal resources to support new and maintain existing program business
  • Work with internal & external stakeholders to align service processes with new business opportunities
  • Participate on or lead client service and cross-functional teams, as assigned, and work collaboratively with other departments
  • Communicate effectively with team by holding regular team meetings and openly sharing updates, process changes, successes, etc.
  • Facilitate communication between team members
  • Proactively check for and address issues and serve as the point of contact for issue escalations
  • Provide recap of meeting/conference call notes to management


Experience Required:

  • BA/BS degree or equivalent experience
  • 2+ years in a B2B client facing role (customer service/customer success, account management, client management or business development)
  • Travel Required: Minimum of 70-80% overnight travel to Texas and Florida
  • Knowledge of Commercial Lines Insurance and experience with various insurance products
  • Ability to operate in a fast-paced, flexible, constantly evolving team environment
  • Demonstrates strong leadership, networking, relationship-building, & influencing skills
  • Proficient in analyzing large data sets and interrelated metrics from various sources, that enable strategic decision making
  • Excellent written, oral, presentation and customer service skills required along with outstanding analytical thinking skills to make timely, appropriate decisions and recommendations after reviewing all relevant information


Nice to haves:

  • Property and Casualty Producers License
  • Experience with Jira or other Issue and Project Tracking Software’s
  • Project Management Experience
  • Working knowledge of Microsoft SQL