Private Client Insurance Relationship Manager
Core
Provide professional advice and advocacy to private clients, managing renewals, identifying sales opportunities, and remarketing accounts.
Role type
Private Client Insurance Relationship Manager
Builds
Insurance coverage solutions for private clients
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client management, P&C insurance licensing, account rounding, renewal management, carrier relationship management, sales opportunity identification, project management
Preferred skills
Sagitta (ATS), ImageRight
Responsibilities
Provide professional advice and advocacy to private clients; Manage renewal activity from start to close; Deliver complete and accurate renewal reviews; Look for sales opportunities by account rounding and selling additional coverage; Remarket accounts according to agency guidelines; Provide mentorship to Private Client Associates; Develop cooperative relationships with carriers; Assist in onboarding new clients
Seniority
Mid-level, hands-on IC