Job description

Cornerstone Insurance Producers is hiring a Relationship Manager. We are a Lancaster based P&C Insurance services provider with a regional office in FL.

We offer a competitive salary and great COMPANY PAID benefits starting on day one!

We hire creative, curious people who like learning and growing every day. Join a team where you make a positive impact on our clients, our company, and our team.

Our team of outstanding professionals is focused on performance, leadership, innovation, and the power of ideas that come from a diverse and inclusive workforce.

We provide our team and our customers with a great experience in everything we do. Every team member, client, and customer are important to us.

We expect a lot from our team, and we empower them with the tools needed to perform.

RELATIONSHIP MANAGER:

The Relationship Manager directs customer and client contact in management of day-to-day client business. A Relationship Manager may assist Sales in pursuing business targets. They work largely without direct supervision and have latitude in carrying out departmental policies.

The mission of Client Management is to be an effective liaison between our clients and Cornerstone. Client Management ensures excellent customer service and client satisfaction so that Cornerstone maximizes the value of its relationships and maintains a great reputation overall.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provides superior client and customer service by handling complex product and service questions from customers and clients.
• Handles complex customer disputes by providing resolution or working with others to identify and resolve issues. Escalates complex issues to others as directed.
• Communicates clearly and effectively with clients and customers using email, phone, and fax. May travel to meetings with clients and on sales calls.
• Helps draft and implement client requirements for new business and modifications to existing business. Works with departmental management to implement requirements with Cornerstone’s operational and IT staff.
• Supports Cornerstone’s profitability for the client’s business; balances Cornerstone’s ability to provide services with client requests.
• Monitors and analyzes client activity to proactively present solutions and to mitigate issues.
• Generates analytical reports. Assists with executive summaries and makes presentations to management.
• Has an above average understanding of Cornerstone’s insurance systems and technology platforms to resolve customer issues and to record business in company’s software.
• Acts as a liaison with other departments and outside parties, including high-level staff.
• Handles confidential and non-routine information.
• Updates job knowledge by participating in educational opportunities.
• Maintains customer confidence and protects operations by keeping information confidential.
• Has an above average understanding of insurance regulations as they pertain to client business as well as the market in which the business is sold.
• Possesses an above average understanding of the industry in which the client works.
• Suggests special projects and process improvements to improve business. May manage projects.
• Helps to manage the work of the support staff. Assists with performance peer reviews, coaching, and developing employees.
• Assists in the development and management of departmental strategies to develop Cornerstone’s capabilities and profitability. Defines objectives and standards and evaluates outcomes.
• Recommends process and system improvements.
• Performs other duties as assigned.

MINIMUM QUALIFICATIONS (Education, Experience, Skills):

• Bachelor’s degree required although significant experience in a similar job role may be acceptable in lieu of degree.
• P&C Insurance experience and professional designations required. Must seek and hold a P&C producer’s license or similar insurance industry designation.
• People skills are essential.
• Underwriting experience is preferred.
• Knowledge of P&C insurance regulation and industry standards required as pertains to Cornerstone’s and clients’ businesses.
• Effective communication skills, verbal and written. Excellent listening skills.
• Proficiency in current versions of Microsoft Office products including Outlook, Word, and PowerPoint. Above average proficiency in Excel.
• Proficiency in mathematics required, as is ability to create and analyze data reports.
• Ability to learn and use transactional software and web applications as a super user.
• Ability to work independently and on teams.
• Ability to work in high pressure situations.
• Experience in setting and managing personal and employee goals and strategies.
• Proven problem solving and troubleshooting.
• Must be friendly, amenable, professional, and courteous.
• Flexibility and capacity to handle multiple, concurrent tasks.

COMPETENCIES:

To perform essential functions of the job successfully, an individual should demonstrate the following competencies:

• Leadership – leverages the strengths of others to achieve common goals and uses people skills to mentor and develop others. Empowers others.
• Critical thinking and problem solving - exercises sound reasoning to research and analyze issues, make decisions, and overcome problems.
• Technical capability - skillful in use of tools, hardware, software, and equipment. Efficiently leverages company’s digital technologies to solve problems and complete tasks.
• Communication - articulates thoughts and ideas clearly and effectively to exchange information. Clearly delivers information using appropriate platforms to deliver messages and written work. Body language supports positive engagement with others.
• Planning and organizing - initiates, structures, and carries out realistic plans to complete work and projects.
• Thoroughness - ensures work and information is complete and accurate. Monitors work for correctness and verifies information is correct.
• Initiative - independently determines what needs to be done and acts on it. Exhibits willingness to try new things. Flexibility - adapts to changes in the work environment, manages competing demands, and has the resiliency to work with frequent change and unexpected events.
• Teamwork and collaboration - builds collaborative relationships with colleagues and customers. Demonstrates openness, values differences, and practices inclusiveness.
• Professionalism and work ethic - demonstrates personal accountability, effective work habits, integrity, and ethical behavior.
• Safety and security - actively promotes and personally observes safety and security procedures and uses equipment and materials properly.
• Effective relationships and interpersonal awareness - thoughtfully listens to the ideas of others and maintains a positive attitude. Notices, interprets, and anticipates others’ concerns and feelings, and communicates this awareness empathetically to others. Manages conflict through listening fairly to all sides and exercises creative problem solving. Is receptive to feedback and is accountable for one’s work. Exercises workplace etiquette.

IN RETURN: YOU’LL RECEIVE COMPETITIVE SALARY AND EXCELLENT BENEFITS!

• Company paid Medical/Dental/Vision starting on the first day of employment
• HSA and FSA plans
• 401(k) Plan with up to 6% company match
• Paid Time Off and Floating Holidays
• Continuing education assistance
• Company paid short-term and long-term disability
• Company paid life Insurance and AD&D
• Optional life Insurance
• Employee assistance program

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Underwriting: 2 years (Preferred)
• Microsoft Outlook: 3 years (Preferred)
• Microsoft Word: 3 years (Preferred)
• Microsoft PowerPoint: 3 years (Preferred)
• Advanced Microsoft Excel: 3 years (Required)
• Customer Service: 3 years (Preferred)

License/Certification:

• Property & Casualty Insurance Producer License (Required)

Work Location: Remote

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