Private Client Relationship Manager

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.

Responsibilities

Build and maintain constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business; Actively service and retain existing accounts to mitigate client risk and exposure; Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system; Respond to client inquiries, service requests and claims issues within established timelines; Participate in the retention of renewal business; Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document proposal and client's acceptance/declination in agency management system; Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities; Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options; All other duties assigned by PCS Regional Leader as needed

Requirements

5+ years' Personal Lines client management experience; Valid P&C brokers' license; Extensive knowledge of Private Client underwriting, coverage and procedures; Ability to clearly articulate these products/coverages to clients and underwriters; Understanding of marketplace trends and best practices to best meet clients' needs; Possess excellent verbal and written communication skills; Demonstrate proficiency in computer applications, especially Microsoft Office Suite; Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities; Exceptional organization and time-management skills

Nice to have

College degree preferred; Industry specific designations preferred (CAPI, CPRIA, CIC or similar); Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred

Benefits

Medical/Rx; Dental; Vision; Life Insurance; Disability Insurance; ESPP; 401k; Student Loan Assistance; Tuition Reimbursement; Free Mental Health & Enhanced Advocacy Services; Paid Time Off; Holidays; Preferred Partner Discounts