Select Customer Relationship Manager jobs in Iowa

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Select Commercial Lines Account Manager
  • Patra Corporation
  • Iowa, IA FULL_TIME
  • Overview

    If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra!  We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.

    Responsibilities

    The Commercial Lines Account Manager needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Commercial Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards.

     

    Core Duties

     

    • Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants.
    • Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures
      • Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager
      • Ensure expiration lists are in SharePoint utilizing correct template and format
    • Manage retention for service center, non-service center and surplus lines, as it applies.
    • Promote growth of existing book through account rounding and new business
    • Adhere to Patra Select Servicing Standards for all aspects of managing book of business
    • Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures
    • Utilize India team for all workflows in place for specific agency
    • Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required
    • Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day
    • Stay abreast of current market conditions and technical knowledge of products and tools available
    • Use deductive reasoning and critical thinking in work processes and communication skills
    • Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue
    • Maintain a paperless workflow for both Patra and agency
    • Other duties as assigned

    Qualifications

    • 3 to 5 years of Commercial Lines Retail Insurance Experience
    • Active Property & Casualty Insurance License
    • High School Diploma or equivalent
    • Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite

    Knowledge, Skills and Abilities

     

    • Superior organizational skills
    • Highly detailed
    • Understand customer challenges and partner with them to find solutions
    • Self-Starter
    • Excellent verbal and written communication skills
    • Excellent computer/internet/Microsoft skills
    • Patience and eagerness to be culturally effective with offshore (India based) employees

     

    Work Standards

    • Interpersonal Skills:
      • Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
    • Promotes Culture of Respect & Safety:
      • Demonstrates commitment to personal responsibility and value for safety and respect
      • Communicates concerns
      • Uses and promotes safe respectful behaviors based on training and lessons learned
    • Subject to and expected to comply with all applicable Patra Corp policies and procedures

    Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

     

  • 21 Days Ago

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Customer relationship
  • MetroNet Inc.
  • Ames, IA FULL_TIME
  • Description Love Your Mondays again! Customer Relationship / Agent Account Manager Our Customer Relationship / Agent Account Managers act as the main point of contact with some of our Metronet commerc...
  • 3 Days Ago

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Relationship Manager
  • wellsfargo
  • Des Moines, IA FULL_TIME
  • Title: Relationship ManagerLocation:Charlotte, NCDes Moines, IADuration: 24 MonthsBenefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary BenefitsSummary:Lea...
  • 1 Day Ago

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Relationship Manager
  • NCMIC Finance Corporation
  • Clive, IA FULL_TIME
  • The Relationship Manager (RM) works with the sales team and is the intermediary between key clients, referral partners, underwriting and internal operations. The RM needs to understand the problems an...
  • 3 Days Ago

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Customer Relationship Associate
  • Microbac Laboratories, Inc
  • Newton, IA FULL_TIME
  • Come join our family! Microbac Laboratories is an essential business offering competitive pay and benefits including medical, dental, vision, life insurance, disability, generous paid time off includi...
  • 8 Days Ago

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Service Manager, Compressor Technique - Elk Grove Village, IL or Cedar Rapids, I
  • Atlas Copco Compressors LLC -North America Customer Center
  • Rapids, IA FULL_TIME
  • Service Manager, Compressor Technique - Elk Grove Village, IL or Cedar Rapids, IA Functional area: Service Country: United States City: Elk Grove Village, IL or Cedar Rapids, Iowa Company name: Atlas ...
  • 13 Days Ago

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Customer Service Manager
  • Greenfield Store (University & Greenfield)
  • Mesa, AZ
  • 4422 E University Dr Mesa Arizona, 85205, +1 (480) 5304720 Position Description: Responsible for the oversight, leadersh...
  • 3/28/2024 12:00:00 AM

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Customer Service Manager
  • South Mountain Store (19th Ave & Baseline)
  • Phoenix, AZ
  • 1980 W Baseline Rd Phoenix Arizona, 85041, +1 (602) 2163901 Pay Offered: $17/hr., Position Description: Responsible for ...
  • 3/25/2024 12:00:00 AM

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Customer Service Manager
  • Van Buren Store (3rd Ave & Van Buren)
  • Phoenix, AZ
  • 302 W Van Buren St Phoenix Arizona, 85003, Position Description: Responsible for the oversight, leadership and achieveme...
  • 3/25/2024 12:00:00 AM

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Customer Service Manager
  • 48th Street Store (S. 48th St & Baseline)
  • Tempe, AZ
  • 2700 W. Baseline Tempe Arizona, 85283, +1 (480) 3987649 Offered Pay: $17/hr., Position Description: Responsible for the ...
  • 3/25/2024 12:00:00 AM

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Customer Service Manager
  • Metro Store (35th Ave & Peoria)
  • Phoenix, AZ
  • 3514 W Peoria Ave Phoenix Arizona, 85029, +1 (602) 6981925 Starting Pay: $17/Hr Position Description: Responsible for th...
  • 3/21/2024 12:00:00 AM

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Customer Service Manager
  • 7th Ave Store (7th ave & Bell Rd)
  • Phoenix, AZ
  • 17037 N 7th Ave Phoenix Arizona, 85023, +1 (602) 2163918 Position Description: Responsible for the oversight, leadership...
  • 3/14/2024 12:00:00 AM

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Customer Service Manager
  • Redesign 101 Store (101 & W Thunderbird)
  • Peoria, AZ
  • 8679 W Ludlow Dr Peoria Arizona, 85381, +1 (623) 7769045 Position Description: Responsible for the oversight, leadership...
  • 3/11/2024 12:00:00 AM

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Customer Service Manager
  • Anthem Store (Anthem, Arizona)
  • Anthem, AZ
  • 43240 N. Black Canyon Highway Anthem Arizona, 85087, +1 (602) 2163920 Position Description: Responsible for the oversigh...
  • 3/4/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$75,941 to $108,246