Private Client Insurance Relationship Manager
Core
Provide exceptional service and guidance to private clients by delivering professional advice, managing renewals, and selling additional coverage.
Role type
Private Client Insurance Relationship Manager
Builds
Insurance policies and coverage solutions for private clients
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client management, renewal management, sales, carrier relationship management, problem solving, multi-tasking, attention to detail
Preferred skills
Sagitta (ATS), ImageRight
Technologies
MS Office, Outlook, Sagitta, ImageRight
Responsibilities
Manage renewal activity from start to close; Deliver complete and accurate renewal reviews; Look for sales opportunities by account rounding and selling additional coverage; Develop cooperative relationships with carriers; Provide mentorship to Private Client Associates; Assist in onboarding new clients
Seniority
Mid-level, hands-on IC