Relationship Manager - Lodi Ohio

Company: Bickle Insurance Services, LLC
Location: Lodi, Ohio
Posted On: 04/19/2024

The Relationship Manager will advise personal lines clients on insurance coverage that matches their needs. This individual will be motivated to provide the right total account solution for each client. Detailed work is a major function of the job, and a faster-than-average pace is the norm. Attention to the standard process is important to maintain a high level of value to the client.

Responsibilities:
--- Manages inbound and outbound client requests. The position is the personal insurance advisor for the client.
--- Identifies and communicates opportunities to the client
--- Manages, organizes, and conducts client meetings when necessary.
--- Documents conversations with clients and carrier representatives and updates Bickle Insurance's agency management systems when necessary. Ensures the accuracy of the data in the systems.
--- Attends industry-related continuing education training and courses.
--- Performs other duties and projects as required

Qualifications:
--- Excellent listening, oral, and written English communication skills.
--- Build and maintain relationships
--- Superior customer service and problem-solving skills
--- Open, flowing communication is important.
--- Position requires working with and through others.
--- Demonstrate proficiency with computer systems, including but not limited to Microsoft Office
--- Ability to work in a fast-paced environment
--- Ability to type 50 words per minute
--- Ability to work in a team environment
--- Proven experience in a customer service role
--- High school diploma or equivalent
--- Willing to get licensed in required lines and states

About Company:
Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirementsWe offer a variety of additional programs and services to help meet the diverse needs of our employees, including, 401k, Life and Disability Insurance, and health benefits (for eligible employees)Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle InsuranceWe always work as a team and have active coaches to support and develop your role More...

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