RIBO Licensed Surety Lead
Job Summary
Overseeing account management activities, the full-time RIBO Licensed Surety Lead will manage a book of business, drive client service and retention, and collaborate with servicing and broking teams to meet client needs effectively.
Key responsibilities
- Manage and grow a portfolio of clients while ensuring high-quality service delivery and client retention
- Prepare proposals and presentations, and provide direction to servicing and broking teams
- Research client policy questions and manage account renewals and cross-sell opportunities
Required qualifications
- 10+ years of experience in commercial property and casualty client management
- Proven experience in servicing middle market and large risk managed accounts
- RIBO License required
- Knowledge of the insurance and brokerage business; CIP and CRM designations preferred
- Strong technical knowledge of product areas and ability to provide expert consultation on risk management issues
Complete Job Description
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