Private Client Insurance Relationship Manager
Core
Provide professional advice and advocacy to Private Client customers, manage renewals, and lead a team of Private Client Associates.
Role type
Private Client Insurance Relationship Manager (Team Leader)
Builds
Insurance policies and coverage solutions for private clients
Domain
Insurance / Private Client Services
Deliverable
client delivery
Required skills
leadership, team management, problem solving, written communication, oral communication, multi-priority management, sales opportunity identification, account management, carrier relationship management, renewal management, onboarding support
Preferred skills
insurance industry designations (CPCU, CIC, AAI)
Technologies
N/A
Responsibilities
Provide exceptional service and professional advice to Private Clients; mentor and lead Private Client Associates; manage renewal activity from start to close; identify sales opportunities through account rounding; develop relationships with carriers; assist in onboarding new clients; participate in thought leadership; improve PC processes and procedures; accompany Account Managers on client annual review meetings.
Seniority
Mid-Senior, hands-on IC with team leadership