Select Customer Relationship Manager jobs in Charlotte, NC

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative (Bilingual)
  • Select Insurance Group
  • Charlotte, NC FULL_TIME
  • Customer Service Representative

    Select Insurance Group - Charlotte, NC

    Select Insurance Group, Inc. was founded in 2008 with locations in the metro Orlando and Tampa area, as well as South and North Carolina. Our agents have been serving the community for over 30 years, providing the most comprehensive, high-quality, low-cost insurance with excellent service to all our clients.

    Primary Purpose:

    We are seeking an energetic, customer-oriented professional to join our Customer Service Representative team (Property and Casualty Insurance Focus). This role is for people who want to provide our policyholders the excellent customer service they want and need. You’ll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendation. Representatives are expected to exercise good judgment, flexibility, and friendliness in their interactions.

    Essential Duties and Responsibilities:

    Following is a summary of the essential functions for this job. Other duties may be performed which are not mentioned below

    · Answering multiple phone lines, providing outstanding customer service to agency customers, which includes consulting clients on coverage and protection limits as well as providing annual insurance reviews.

    · Responsible for receiving and processing insurance payments for existing customers and providing requested documentation.

    · Utilizing the computer database to verify and document information and communication.

    • Listens to customers' requests and inquiries.
    • Works to retain policyholders who inquire about canceling through open listening, policy review of customer issues, and escalation to the appropriate team if necessary.
    • Manages and utilizes time effectively to ensure department meets required service levels for improved customer satisfaction results.

    · May independently solve problems of limited scope and complexity.

    • Utilizes technical systems, effectively and efficiently, including desktop, call center specific phone systems and the internet.
    • Performs additional duties as assigned.

    Minimum Skills and Competencies:

    The requirements listed below are representative of the knowledge, skill or ability required.

    · MUST be Bilingual (Spanish)

    · Proven customer support or customer service experience

    · Ability to multi-task, prioritize and manage time effectively

    · Effective listener who is proactive in problem solving

    • Ability to work and grow in a fast-paced, high-volume call center environment

    · Organized and detail-oriented

    • Friendly, outgoing, and positive personality
    • Excellent interpersonal skills including both written and verbal
    • Strong computer skills

    · 1 year insurance experience, preferred

    · High school degree

    Job Type: Full-time

    Pay: From $14.00 per hour

    Benefits:

    • Paid time off

    Shift:

    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person

    Language:

    • Spanish (Required)

    Work Location: In person

  • Just Posted

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Relationship Manager
  • AssetMark Financial Holdings, Inc.
  • Charlotte, NC FULL_TIME
  • Job Description: The Job/What You'll Do: Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directl...
  • 1 Month Ago

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Relationship Manager
  • Assetmark
  • Charlotte, NC FULL_TIME
  • Job Description:The Job/What You'll Do:Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly ...
  • 1 Month Ago

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Relationship Manager
  • ComForCare Home Health Care - Suburban Metrolina
  • Monroe, NC PART_TIME
  • At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
  • 2 Months Ago

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Relationship Manager
  • ComForCare Home Health Care - Suburban Metrolina
  • Concord, NC PART_TIME
  • At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
  • 2 Months Ago

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Relationship Manager
  • Quality Builders Warranty Corporation
  • Charlotte, NC FULL_TIME
  • Quality Builders Warranty is seeking to hire a full-time Relationship Manager to join our team in either our Charlotte, NC or Camp Hill, PA office. We are looking for candidates who are outgoing and p...
  • 2 Months Ago

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0 Select Customer Relationship Manager jobs found in Charlotte, NC area

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Customer Service Manager - State Farm Agent Team Member
  • Jason Colvin - State Farm Agent
  • Huntersville, NC
  • Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to th...
  • 4/24/2024 12:00:00 AM

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Customer Service Manager
  • TCP Analytical
  • Charlotte, NC
  • TCP Analytical, an integrated manufacturer and distributor of consumable products for the life science research and spec...
  • 4/23/2024 12:00:00 AM

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Mechanical Engineer
  • CEM Corporation
  • Matthews, NC
  • Mechanical Design Engineer Summary: The Design Engineer is the key driver of innovation and design excellence during the...
  • 4/22/2024 12:00:00 AM

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Customer Service Manager
  • Carolina Foods, Inc.
  • Charlotte, NC
  • Carolina Foods is the maker of Duchess Brand snacks and creator of one of America's first Honey Buns. Our business has b...
  • 4/22/2024 12:00:00 AM

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Customer Success Manager, US REMOTE
  • Samsung SDS America
  • Charlotte, NC
  • Samsung SDS America is currently seeking a Customer Success Manager with a passion for technology and strong customer-fa...
  • 4/22/2024 12:00:00 AM

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Quality Manager
  • CEM Corporation
  • Matthews, NC
  • Overview: The Quality Manager provides leadership in the development and implementation of systems and processes that as...
  • 4/22/2024 12:00:00 AM

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Sustaining Engineer
  • CEM Corporation
  • Matthews, NC
  • SUSTAINING ENGINEER Job Title: Sustaining Engineer Job Summary: Responsible for providing Engineering support of existin...
  • 4/22/2024 12:00:00 AM

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Sustaining Engineer
  • Cem Corporation
  • Matthews, NC
  • SUSTAINING ENGINEER Job Title: Sustaining Engineer Job Summary: Responsible for providing Engineering support of existin...
  • 4/21/2024 12:00:00 AM

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$76,973 to $109,716
Charlotte, North Carolina area prices
were up 1.5% from a year ago