Job Description
Job Description
Location: Glen Allen, VA
Join a Company That Makes a Difference
At SUI, we specialize in protecting organizations that lend, support, and invest in their communities. Since 1978, we’ve been providing insurance, escrow, compliance, and risk management solutions to community banks, auto finance companies, and regional lenders.
We understand the unique challenges our clients face, and we’re here to help them overcome those challenges with tailored, efficient, and compliant solutions. If you’re passionate about client success and want to work with a company that empowers local businesses and communities, we’d love to meet you.
About the Role
The Client Manager plays a critical role in supporting the sales team to achieve growth and profit goals. This is done by providing exceptional service and fostering positive business relationships with retailers, carriers, and co-workers.
What You’ll Do
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Foster and maintain strong relationships with customers by delivering excellent service.
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Work independently with the most complex clients and accounts.
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Prepare new and renewal account information, thoroughly documenting systems to assist the Sales team in making informed business decisions.
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Process new business, renewals, endorsements, and cancellations, including binding coverage requests and collecting supporting documents from retail agents and clients.
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Submit applications to selected carriers based on underwriting guidelines.
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Follow up with retail agents as needed to ensure accounts are fully bound and completed.
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Review policies, endorsements, and other account activities for accuracy.
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Mentor and guide less experienced client/account representatives to help develop their skills and knowledge.
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Ensure adherence to federal and state regulations and guidelines.
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Continuously develop industry knowledge through education, self-study, and attending seminars.
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Perform other duties and projects as assigned.
What You Bring
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Bachelor’s degree in Business, with two years of related experience, or an equivalent combination of education and experience.
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Industry certifications or designations are highly preferred.
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Experience in insurance and/or banking is preferred.
Why You’ll Love Working Here
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Competitive base salary.
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Discretionary time off.
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Casual dress code.
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Career development opportunities.
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Tuition assistance.
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401(k) with company match.
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