48 applicantsPosted by Agency

Company

Grey Search + Strategy · 5 hours ago

Client Engagement Manager

Greater Chicago Area

Full-time

Remote

Mid Level

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Responsibilities

• Develop and nurture relationships with managers and boards

• Maintain current book and grow new business

• Communication with the client throughout the renewal process to keep them up to date and ensure a 95% retention rate

• Ramp up and build a pipeline to add five new associations to the quoting process a week, resulting in three quotes presented, and generate one new association written or BORed weekly

• Provide timely and professional responses to all client communications

• Work with clients to communicate realistic deliverables of the team

• Collaborate with the team to execute key initiatives that align with agency goals, ensuring timely and effective completion of assigned tasks and contributing to overall operational success

• Follow and help improve agency procedures

• Develop and nurture relationships with property managers and association boards

• Join or participate in condo/coop organizations to network and build connections while promoting the brand

• Prospect new associations and request/obtain Broker of Records (BORs) whenever possible

• Gather necessary information to quote and present insurance proposals

• Communicate effectively throughout the quoting process until the binding order is secured

• Maintain an open line of communication with clients, regular check-ins, and other touch points

• Assist with claims and loss control recommendations

• Meet and discuss with clients before renewals, present renewal options, and meet client expectations to retain business

• Attend board meetings as needed

• Work with the team to communicate client expectations and ensure they are met

• Develop, execute, and adjust a sales and marketing process

• Document and follow processes to support the team in meeting all agency goals

• Be an advocate, promoting the company’s technology and strategic partnerships

• Understand the overall condo insurance market

• Monitor where lost business is going and identify potential new companies and strategies

• Stay informed about industry trends, including rates, coverages, and underwriting guidelines

• Contribute to strategy development

Qualification

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Insurance Sales ExperienceCIC CertificationCPCU CertificationCasualty LicenseCRM ProficiencySalesMarketing ProcessCondo Insurance Market KnowledgeRelationship BuildingNetworking Skills

Required

Proven experience in a similar sales role within the insurance industry

Currently maintains an industry professional designation (CIC, CPCU, or comparable)

Currently licensed for Property and Casualty in IL and in good standing

Strong relationship-building and networking skills

Excellent communication and presentation abilities

Ability to develop and execute effective sales and marketing processes

Tech-savvy with proficiency in using CRM systems and other sales tools

Strong emotional intelligence with the ability to foster psychological safety while maintaining accountability and promoting open, constructive communication within the team

Alignment with the company’s core values: Finds the positive, commits to excellence, drives change and embraces it, and works together to win together

Preferred

A deep understanding of the condo insurance market

Company

Grey Search + Strategy

Grey Search + Strategy provides executive, mid-level and project-based recruiting retainers and strategic consulting for growth-oriented companies nationwide.

Founded in 2014