Client Manager - Private Client Services
Core
Managing client accounts, ensuring timely service delivery, and enhancing customer satisfaction for private client services.
Role type
Client Manager (Private Client Services)
Builds
Insurance policies and risk management strategies
Domain
Insurance / Private Client Services
Required skills
Client account management, proposal preparation, policy documentation, binding coverage, negotiation, quotation evaluation, time management, organizational skills, Microsoft Office proficiency, Property/Casualty licensing
Preferred skills
Customer service experience, underwriting experience, private client/personal lines insurance experience, familiarity with insurance company markets and underwriting guidelines
Responsibilities
Manage client accounts, coordinate marketing processes, prepare proposals, bind coverage, maintain accurate policy documentation, provide administrative support, assist clients with insurance needs, collaborate with team members
Seniority
Mid-level, hands-on IC