Client Relationship Associate (CRA)

Overview BUILD RELATIONSHIPS. PROTECT WHAT MATTERS. SERVE WHEN NEEDED. Job Position Client Relationship Associate (CRA) DEPARTMENT: Account Manager REPORTS TO: Director of Operations Position Overview The CRA works closely with Account Managers and other team members to deliver outstanding service and develop relationships with clients primarily through the provision of customized and standardized analysis reports, concierge services, and attentiveness. In this role, excellent customer care skills are key to success. As a primary point of contact for clients, strong interpersonal and customer service skills are essential. Note: Join a Top Workplace and Make an Impact. Key Responsibilities Providing information and documents to clients as needed according to procedures and standards; and handling complex issues escalated from Client Service Representatives. Establish and maintain strong relationships with assigned clients and assist CRMs with retention strategies. Contribute to renewal marketing strategy by obtaining information as requested. Maintain an outstanding level of data integrity in Epic. Provide tailored, personalized consultation to clients; assist with complicated accounting issues, process audits and analyze/send the results to clients, access and navigate carrier websites, and verify coverage for third parties. Follow DII procedures and workflows. Exercise discretion and judgement in prioritizing workload. Handle new business, renewals, invoices, endorsements, certificates, and ratings. Qualifications Bachelor’s degree from accredited college or university preferred. 2 years of Commercial Lines experience. Excellent written and verbal communication skills with a high level of professionalism. Ability to work in a fast-paced, collaborative environment while managing multiple priorities. Proficiency in Microsoft Office preferred. Experience working in EPIC and CSR24 a plus. License Requirement Maryland Property & Casualty License Who We Are A multi-generational, independent insurance agency, founded in 1969. We advise others how to best reduce uncertainty. We are laser focused on creating an environment where our people can become the best versions of themselves. We look for people who live our core values, knowing that they will create an enduring impact to others in their chosen roles. Our purpose is to protect what matters and to serve. We do so with client friendly tools, technology, and our client-first service approach. Core Values Teamwork - We value selflessness. We put team before me. Integrity - We keep our promises; personal integrity is foundational to corporate integrity. Pursuit of Excellence - We aim to WOW our clients with proactive service. Positive Attitude - We express gratitude and energy, Begin in Gratitude. Serving Spirit - We keep our promises and respond promptly to client needs. Empathy - We understand and connect with others’ perspectives. Why Join Diversified Insurance? Be part of a company that values its team members and invests in their success. Work in a highly collaborative culture that supports professional growth. Engage with a dynamic team dedicated to delivering excellence. Enjoy a competitive salary, comprehensive benefits package, and career development opportunities. DII takes work-life balance seriously, with paid time off, a 35-hour workweek, weekends off, and a hybrid schedule option after a 90-day review. #J-18808-Ljbffr Diversified Insurance Industries