Select Customer Relationship Manager jobs in West Virginia

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
  • Virginia, WV 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.

     

  • 23 Days Ago

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SELECT PLANT DERIVED PRODUCT PROGRAM MANAGER
  • WV Department of Agriculture
  • CHARLESTON, WV FULL_TIME
  • Job Title: Select Plant-Derived Product (HEMP & KRATOM) Program Manager Division: Regulatory & Environmental Affairs Headquarters: Guthrie Agricultural Center, Charleston, WV FLSA Status: Exempt Natur...
  • 3 Days Ago

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Relationship Manager - Information Technology
  • WesBanco Bank Inc.
  • Wheeling, WV FULL_TIME
  • Job Title - DepartmentRelationship Manager - Information TechnologyLocationThis position is 100% remote within the Bank's footprint. The employee will work full time remote outside of a WesBanco locat...
  • 11 Days Ago

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Case Manager / PRN ( RN / RT / SW / LPN )
  • Select Specialty Hospitals
  • Charleston, WV FULL_TIME
  • Case Manager / PRN ( RN / RT / SW / LPN ) Job ID 282274 Location US-WV-Charleston Experience (Years) 0 Category Clinical - Case Manager Street Address 3200 MacCorkle Ave SE Company Select Specialty Ho...
  • 11 Days Ago

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Case Manager / PRN ( RN / RT / SW / LPN )
  • Select Specialty Hospital - Charleston
  • Charleston, WV PER_DIEM
  • Overview Critical Illness Recovery Hospital Case Manager (PRN) Requires a current licensure in a clinical discipline either as a Nurse or a Respiratory Therapist OR Social Work SW/MSW (potential licen...
  • 1 Month Ago

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Case Manager ( RN / RT / SW / LPN ) - $5k Sign On Bonus
  • Select Specialty Hospital - Charleston
  • Charleston, WV FULL_TIME
  • Overview Critical Illness Recovery Hospital Case Manager Sign On Bonus: $5,000 Requires a current licensure in a clinical discipline either as a Nurse (RN/LPN/LVN) or a Respiratory Therapist (RT) OR M...
  • Just Posted

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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
  • 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
  • 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
  • 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
  • Maricopa Store (Maricopa, Arizona)
  • Maricopa, AZ
  • 20595 North John Wayne Pkwy Maricopa Arizona, 85139, +1 (520) 3487585 Position Description: Responsible for the oversigh...
  • 3/4/2024 12:00:00 AM

West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston. West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$71,456 to $101,853