Select Customer Relationship Manager jobs in Massachusetts

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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Account Manager - Select Business (Potential for Hybrid Work)
  • Hub International
  • South Hadley, MA OTHER
  • About HUB

    Join our Stevie Award Winning Team at HUB International!

    When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

    We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

    We currently have an opportunity for an Account Manager (with potential for hybrid work)to join our Select Business Team . The selected employee will be responsible for servicing, producing and rounding small commercial insurance accounts in accordance with the practices, policies and procedures of the Company.

    SPECIFIC RESPONSIBILITIES :

    Primarily responsible for handling and servicing assigned commercial accounts, and developing and perpetuating a loyal customer base in relation to the market consideration developed by the Company.

    Assists customers and makes suggestions for appropriate coverage.

    Develops new business from existing accounts and assigned leads and contributes to meeting division growth goals.

    Maintains an account expiration list and initiates the renewal process.

    Responsible for marketing and placing insurance on assigned accounts.

    Maintains and updates a transactional filing system for accounts.

    Handles marketing, binding and collection of premium for those accounts written in the Excess Surplus Lines area.

    Responsible for overseeing and implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.

    Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

    Keeps informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

    Other responsibilities as assigned by Manager.

    QUALIFICATIONS :

    • Experience in commercial insurance.

    • Thorough knowledge of commercial lines coverages and markets.

    • Producer’s license.

    • Experience Microsoft Office products.

    • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

    *LI-JS

    Department Account Management & Service

    Required Experience: 2-5 years of relevant experience

    Required Travel: No Travel Required

    Required Education: High school or equivalent

    HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

    EEOAA Policy

    E-Verify Program

    We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Hi, we’re HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    About HUB International

    Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

  • 13 Days Ago

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Relationship Manager
  • MaestroFS
  • Boston, MA FULL_TIME
  • Company Overview Trove is an administrative financial services company that understands the complex needs of highnet-worth individuals, families and/or their organizations. Trove delivers an array of ...
  • 27 Days Ago

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Relationship Manager
  • Trove
  • Boston, MA FULL_TIME
  • Company Overview Trove is an administrative financial services company that understands the complex needs of high­net-worth individuals, families and/or their organizations. Trove delivers an array of...
  • 27 Days Ago

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Customer Relationship Coordinator
  • Good Brothers
  • Weymouth, MA FULL_TIME
  • Job Listing:Our dynamic and customer-centric car dealership is seeking a tech-savvy and proactive Customer Relationship Coordinator to join our team. In this role, you'll work alongside cutting-edge A...
  • 21 Days Ago

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Commercial Insurance Account Manager - Select Business (Potential for hybrid work)
  • Hub International
  • Norwell, MA OTHER
  • About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broa...
  • 4 Days Ago

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Sr Manager, Relationship Manager
  • Charles Schwab Inc.
  • Boston, MA FULL_TIME
  • Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance ...
  • Just Posted

Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River. Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$86,336 to $123,063