Insurance Relationship Manager jobs in United States
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Falvey Insurance Group · 9 hours ago

Insurance Relationship Manager

Falvey Insurance Group is a family-owned business and one of the largest Marine Insurance MGAs in the country. They are seeking an experienced relationship manager to develop strategic initiatives, enhance customer relationships, and drive revenue growth through effective partnerships, focusing on small to medium-sized businesses.

Financial ServicesInsuranceMarine Transportation

Responsibilities

Customer Relationship Management: Cultivate and maintain strong relationships with key clients, ensuring exceptional service and support. Utilize CRM tools to track interactions and analyze customer data
Growth & Sales: Identify new opportunities, promote insurance products, and achieve sales targets
Tier 1 Broker Focus: Concentrate efforts on developing, expanding, and managing relationships with top regional retail brokers (Tier 1) to drive strategic growth and maximize premium production
Industry Specialization: Focus on targeted lines of business including Ocean Marine, Inland Marine, Property, Transportation & Logistics, Life Science, Technology, Construction, and similar specialty sectors, aligning broker needs with Falvey’s capabilities
Geographic Concentration: Emphasize growth and relationship development within the West Coast USA region, prioritizing strategic brokerage and market opportunities
Market Analysis: Identify market trends, customer needs, and the competitive landscape to inform business strategies and support growth
Cross-Functional Collaboration: Work closely with marketing, product development, and customer service teams to ensure alignment and maximize the impact of growth initiatives

Qualification

Customer Relationship ManagementSales GrowthMarket AnalysisCRM SoftwareMicrosoft OfficeAnalytical SkillsProblem-Solving SkillsInterpersonal SkillsNegotiation SkillsTime Management

Required

Bachelor's degree in business administration
3 - 8 years of experience in insurance related growth, sales, or marketing
Proven track record of building and maintaining successful customer relationships
Strategic thinker with the ability to drive results in a dynamic environment
Customer service oriented
Demonstrate a positive attitude
Work effectively with all levels of company staff
Strong mathematical skills
Time-management skills
Organizational skills
Analytical skills
Problem-solving skills
Ability to independently manage multiple projects in a fast-paced office environment
Strong written and verbal communication skills
Negotiation skills
Interpersonal skills
Knowledge of Microsoft Office
Knowledge of Adobe
Knowledge of spreadsheet software
Knowledge of CRM software
Knowledge of general computer applications
Must be able to sit and work quietly, operate a computer, and communicate on a telephone
Monthly travel is required as needed and set by the Chief Growth Officer (CGO)

Company

Falvey Insurance Group

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Falvey Insurance Group expertIse in yacht insurance, cargo, shippers insurance, and vessel pollution.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Olsen
Senior Vice President - Marine Cargo
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Isabelle Therrien
Executive Vice President, Head of Cargo
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Company data provided by crunchbase