Meritas Advisory Group, LLC
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LEAD CLIENT SERVICE MANAGER, P&C INSURANCE Atlanta, GA (Remote)

 A Thriving & Expanding P&C Insurance firm is prepared to on-board a Lead Client Service Manager in greater Atlanta.

In this REMOTE Role, the ideal candidate will be passionate about building & nurturing relationships with clientele, while collaborating with team members in meeting/exceeding the insurance requirements of our client organizations.

POSITION OUTLINE:

  • Perform leadership role in the renewal process; ensuring the best possible solutions are delivered to clientele
  • Secure existing business & assist in coordinating sales of additional services & lines of coverage
  • Nurture client relationships
  • Maintain accurate client data, records & policy documentation
  • Effectively manage & collaborate in executing multiple service oriented priorities
  • Conduct periodic audits to ensure compliance standards & service levels are achieved
  • Develop professional rapport with internal & external partners

 PROFESSIONAL PROFILE:

  • P&C Insurance client service &/or claims management expertise
  • Strong client engagement & relationship acumen
  • Adept at delivering exceptional client service in collaboration with team members
  • Proficient using MS Excel (familiarity with other technology tools to maximize productivity, a plus)
  • Comfortable engaging in consultative discussions
  • Possession of State Insurance License, or in process of obtaining
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