Private Client Insurance Relationship Manager
Core
Provide professional advice and advocacy to private clients, managing renewals, identifying sales opportunities, and mentoring associates.
Role type
Private Client Insurance Relationship Manager
Builds
Insurance coverage solutions for private clients
Domain
Insurance / Private Client Services
Deliverable
client delivery
Required skills
Client management, P&C insurance licensing, Renewal management, Sales and account rounding, Carrier relationship management, Mentorship
Preferred skills
Sagitta (ATS), ImageRight, Thought leadership
Technologies
MS Office, Outlook, Sagitta, ImageRight
Responsibilities
Provide professional advice and advocacy to private clients; Manage renewal activity from start to close; Look for sales opportunities by account rounding; Provide mentorship to Private Client Associates; Develop cooperative relationships with carriers; Participate in thought leadership.
Seniority
Mid-Senior level, independent contributor