Private Client Relationship Manager
Core
Strategic advisor for private client coverage inquiries, driving renewals, and partnering on marketing initiatives to drive enterprise growth.
Role type
Private Client Relationship Manager
Builds
Cohesive client relationships and enterprise growth through cross-sell and up-sell initiatives
Domain
Insurance / Private Client
Required skills
Personal Lines client management, P&C brokers licensing, Private Client underwriting knowledge, Coverage analysis, Client retention, Agency management systems proficiency
Preferred skills
CAPI, CPRIA, CIC designations, AMS 360, WorkSmart, EPIC
Technologies
AMS 360, WorkSmart, EPIC, Microsoft Office Suite
Responsibilities
Building and maintaining relationships with internal and external clients, Actively service and retain existing accounts, Respond to client inquiries and claims issues, Execute coverage analysis and provide quotations, Market, analyze, negotiate and prepare carrier renewals
Seniority
Mid-Senior, hands-on IC