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)
Required skills
Client management, P&C insurance licensing, renewal management, account rounding, carrier relationship management, sales of additional coverage, mentorship, project management
Preferred skills
Sagitta (ATS), ImageRight
Technologies
MS Office, Outlook, Sagitta, 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; Develop cooperative relationships with carriers; Provide mentorship to Private Client Associates; Assist in onboarding new clients; Comply with internal procedures and performance standards
Seniority
Mid-level, individual contributor